+3,354.6%
ASX vs RVTY
+283.7%
+3,070.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.0% | +4.3% | +3.6% |
| 7D | -9.1% | -2.7% | -6.5% | -7.8% |
| 30D | -23.6% | +3.2% | -26.8% | -24.0% |
| 3M | -5.6% | +37.2% | -42.8% | -15.5% |
| 6M | +4.7% | +57.7% | -53.0% | -11.3% |
| YTD | +122.6% | +64.8% | +57.7% | +83.9% |
| 1Y | +133.0% | +72.8% | +60.2% | +89.0% |
| 3Y | +367.1% | +89.8% | +277.3% | +257.8% |
| 5Y | +504.7% | -8.4% | +513.2% | +486.9% |
| 10Y | +887.2% | +219.5% | +667.8% | +523.7% |
| All | +3,354.6% | +283.7% | +3,070.9% | +1,327.2% |
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