-25.1%
RCL vs ASX
+272.9%
-298.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -5.1% | -0.7% | -4.4% | -5.0% |
| 30D | -19.0% | +2.0% | -21.0% | -19.4% |
| 3M | -9.6% | -1.3% | -8.2% | -10.7% |
| 6M | -6.7% | +71.4% | -78.1% | -17.3% |
| YTD | -3.9% | +135.3% | -139.2% | -14.5% |
| 1Y | -25.1% | +267.5% | -292.6% | -29.8% |
| All | -25.1% | +272.9% | -298.0% | -29.8% |
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