+261.1%
RCL vs ASX
+431.2%
-170.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.4% | -5.1% | -1.0% |
| 7D | +6.5% | -19.9% | +26.4% | +14.5% |
| 30D | +15.9% | -30.9% | +46.8% | +30.6% |
| 3M | +2.7% | -15.1% | +17.8% | +5.3% |
| 6M | +15.2% | -6.5% | +21.7% | +7.9% |
| YTD | +19.2% | +98.4% | -79.2% | -23.9% |
| 1Y | +31.6% | +107.9% | -76.3% | -18.2% |
| 3Y | +274.2% | +325.3% | -51.1% | +41.7% |
| All | +261.1% | +431.2% | -170.1% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling