+146.5%
ASX vs RY
+46.4%
+100.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.0% | -7.0% | -6.5% |
| 7D | -14.6% | +2.5% | -17.0% | -16.3% |
| 30D | -21.1% | +8.4% | -29.5% | -26.4% |
| 3M | -3.1% | +1.2% | -4.3% | -3.9% |
| 6M | +17.4% | +19.4% | -2.0% | +2.5% |
| YTD | +135.3% | +25.4% | +109.9% | +92.7% |
| 1Y | +146.5% | +46.7% | +99.8% | +81.6% |
| All | +146.5% | +46.4% | +100.1% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling