+360.5%
RCL vs ASX
+999.3%
-638.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.6% | -8.0% | -4.1% |
| 7D | +0.6% | +0.8% | -0.2% | -1.2% |
| 30D | +19.4% | -20.4% | +39.9% | +28.1% |
| 3M | +9.8% | -2.1% | +11.9% | +6.4% |
| 6M | +28.6% | +8.2% | +20.4% | +13.9% |
| YTD | +22.2% | +137.3% | -115.1% | -26.9% |
| 1Y | +29.7% | +155.0% | -125.3% | -25.3% |
| 3Y | +265.3% | +397.9% | -132.6% | +40.3% |
| 5Y | +301.8% | +529.2% | -227.5% | +32.9% |
| 10Y | +360.5% | +1,007.5% | -647.0% | +1.2% |
| All | +360.5% | +999.3% | -638.8% | +1.2% |
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