+1,115.8%
RSP vs ASX
+6,085.3%
-4,969.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.8% |
| 7D | -1.0% | -19.9% | +18.9% | +3.5% |
| 30D | +2.6% | -30.9% | +33.5% | +10.2% |
| 3M | -0.8% | -15.1% | +14.3% | +1.0% |
| 6M | +6.3% | -6.5% | +12.7% | +3.3% |
| YTD | +14.1% | +98.4% | -84.3% | -8.4% |
| 1Y | +18.0% | +107.9% | -89.8% | -6.5% |
| 3Y | +61.0% | +325.3% | -264.3% | +3.1% |
| 5Y | +45.6% | +447.3% | -401.7% | -14.6% |
| 10Y | +220.2% | +763.2% | -543.0% | +57.2% |
| All | +1,115.8% | +6,085.3% | -4,969.6% | +220.3% |
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