+3,552.3%
ASX vs RVTY
+213.9%
+3,338.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -0.7% | +1.1% | -1.8% | -1.1% |
| 30D | +2.0% | +13.2% | -11.2% | -2.4% |
| 3M | -1.3% | +27.2% | -28.6% | -9.7% |
| 6M | +71.4% | +32.4% | +39.0% | +53.9% |
| YTD | +135.3% | +34.9% | +100.5% | +108.5% |
| 1Y | +267.5% | +52.4% | +215.1% | +210.4% |
| 3Y | +388.5% | +12.3% | +376.2% | +346.9% |
| 5Y | +417.1% | -30.8% | +447.9% | +452.9% |
| 10Y | +872.7% | +150.7% | +722.1% | +567.1% |
| All | +3,552.3% | +213.9% | +3,338.4% | +1,518.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RVTY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling