+350.2%
RCL vs ASX
+918.4%
-568.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.3% | -2.9% |
| 7D | -0.5% | +6.3% | -6.8% | -3.2% |
| 30D | -17.3% | +6.4% | -23.8% | -20.0% |
| 3M | -2.8% | +13.1% | -15.9% | -11.5% |
| 6M | -4.4% | +90.3% | -94.7% | -33.0% |
| YTD | -4.2% | +149.6% | -153.8% | -41.6% |
| 1Y | -23.4% | +249.2% | -272.5% | -61.2% |
| 3Y | +179.4% | +445.9% | -266.5% | +7.3% |
| 5Y | +238.8% | +477.7% | -239.0% | +21.5% |
| 10Y | +350.2% | +913.4% | -563.2% | +5.2% |
| All | +350.2% | +918.4% | -568.2% | +5.2% |
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