+1,007.5%
ASX vs RY
+355.6%
+651.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.6% | +6.0% | +6.1% |
| 7D | +0.8% | -3.0% | +3.8% | +3.9% |
| 30D | -20.4% | +6.3% | -26.7% | -23.8% |
| 3M | -2.1% | -2.6% | +0.4% | +0.3% |
| 6M | +8.2% | +13.9% | -5.7% | -2.0% |
| YTD | +137.3% | +21.7% | +115.6% | +104.1% |
| 1Y | +155.0% | +40.4% | +114.6% | +95.7% |
| 3Y | +397.9% | +161.3% | +236.6% | +131.6% |
| 5Y | +529.2% | +126.5% | +402.8% | +227.1% |
| 10Y | +1,007.5% | +354.3% | +653.2% | +278.8% |
| All | +1,007.5% | +355.6% | +651.9% | +278.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling