+213.4%
RSP vs ASX
+754.3%
-540.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.8% |
| 7D | -1.0% | -19.9% | +18.9% | +3.2% |
| 30D | +2.6% | -30.9% | +33.5% | +9.8% |
| 3M | -0.8% | -15.1% | +14.3% | +0.8% |
| 6M | +6.3% | -6.5% | +12.7% | +3.1% |
| YTD | +14.1% | +98.4% | -84.3% | -9.4% |
| 1Y | +18.0% | +107.9% | -89.8% | -7.6% |
| 3Y | +61.0% | +325.3% | -264.3% | -0.1% |
| 5Y | +45.6% | +447.3% | -401.7% | -18.3% |
| All | +213.4% | +754.3% | -540.9% | +41.0% |
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