+579.1%
AU vs RRX
+5.4%
+573.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | -0.1% |
| 7D | -4.3% | -0.3% | -3.9% | -4.2% |
| 30D | +7.3% | -6.1% | +13.4% | +8.4% |
| 3M | +26.3% | -23.1% | +49.4% | +30.8% |
| 6M | +1.8% | -19.5% | +21.3% | +4.2% |
| YTD | +26.8% | +16.1% | +10.7% | +25.4% |
| 1Y | +66.7% | +12.9% | +53.8% | +65.0% |
| 3Y | +579.1% | +7.9% | +571.1% | +514.7% |
| All | +579.1% | +5.4% | +573.7% | +514.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling