+32.0%
RCL vs ASX
+144.4%
-112.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.9% | +10.3% | +7.0% |
| 7D | +11.7% | -14.6% | +26.3% | +14.6% |
| 30D | +21.1% | -21.1% | +42.2% | +25.7% |
| 3M | +2.9% | -3.1% | +6.0% | +2.4% |
| 6M | +29.8% | +17.4% | +12.5% | +18.7% |
| YTD | +21.4% | +135.3% | -113.9% | -5.0% |
| 1Y | +32.0% | +146.5% | -114.5% | +2.8% |
| All | +32.0% | +144.4% | -112.4% | +2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling