+1,127.7%
RSP vs ASX
+7,235.2%
-6,107.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -0.8% | -0.7% | -0.1% | -0.6% |
| 30D | -0.3% | +2.0% | -2.3% | -1.0% |
| 3M | +4.3% | -1.3% | +5.6% | +2.6% |
| 6M | +8.8% | +71.4% | -62.6% | -7.2% |
| YTD | +15.3% | +135.3% | -120.1% | -9.5% |
| 1Y | +18.3% | +267.5% | -249.2% | -17.5% |
| 3Y | +52.8% | +388.5% | -335.7% | -3.5% |
| 5Y | +51.7% | +417.1% | -365.4% | -8.2% |
| 10Y | +208.5% | +872.7% | -664.3% | +50.0% |
| All | +1,127.7% | +7,235.2% | -6,107.5% | +216.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling