+144.5%
ASX vs RY
+39.8%
+104.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.6% |
| 7D | +22.1% | -0.5% | +22.7% | +22.8% |
| 30D | -23.8% | +4.7% | -28.5% | -25.8% |
| 3M | -7.6% | -4.5% | -3.1% | -2.1% |
| 6M | +6.9% | +12.5% | -5.6% | -0.5% |
| YTD | +127.7% | +21.1% | +106.5% | +94.3% |
| 1Y | +144.5% | +38.6% | +105.9% | +95.0% |
| All | +144.5% | +39.8% | +104.8% | +95.0% |
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