+30.8%
RCL vs ASX
+133.5%
-102.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.3% | -2.4% | +0.3% |
| 7D | +8.5% | -9.1% | +17.7% | +9.7% |
| 30D | +20.4% | -23.6% | +44.0% | +25.0% |
| 3M | +11.0% | -5.6% | +16.6% | +10.4% |
| 6M | +24.9% | +4.7% | +20.2% | +16.8% |
| YTD | +23.9% | +122.6% | -98.7% | -2.6% |
| 1Y | +30.8% | +133.0% | -102.2% | +2.6% |
| All | +30.8% | +133.5% | -102.6% | +2.6% |
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