+379.0%
RCL vs ASX
+849.3%
-470.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.6% | -5.6% | -0.6% |
| 7D | +5.0% | -12.3% | +17.2% | +9.2% |
| 30D | +19.4% | -26.0% | +45.4% | +32.1% |
| 3M | +5.9% | -8.1% | +14.0% | +5.4% |
| 6M | +23.8% | +1.4% | +22.4% | +12.5% |
| YTD | +22.8% | +115.6% | -92.7% | -23.3% |
| 1Y | +34.3% | +128.0% | -93.8% | -18.7% |
| 3Y | +276.4% | +371.4% | -95.0% | +48.0% |
| 5Y | +281.6% | +469.4% | -187.8% | +32.4% |
| 10Y | +379.0% | +842.6% | -463.6% | +10.7% |
| All | +379.0% | +849.3% | -470.3% | +10.7% |
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