+211.0%
RSP vs ASX
+962.9%
-752.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.6% |
| 7D | +2.4% | +12.4% | -10.0% | -0.3% |
| 30D | +4.3% | -19.8% | +24.1% | +8.0% |
| 3M | -0.3% | -10.3% | +10.0% | +0.1% |
| 6M | +9.8% | +1.2% | +8.6% | +4.8% |
| YTD | +16.8% | +123.0% | -106.2% | -9.8% |
| 1Y | +19.5% | +145.4% | -125.9% | -10.1% |
| 3Y | +65.1% | +368.6% | -303.5% | +0.1% |
| 5Y | +48.7% | +486.0% | -437.3% | -17.9% |
| All | +211.0% | +962.9% | -752.0% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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