+234.8%
RCL vs ASX
+429.3%
-194.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -5.1% | -0.7% | -4.4% | -4.8% |
| 30D | -19.0% | +2.0% | -21.0% | -20.0% |
| 3M | -9.6% | -1.3% | -8.2% | -12.4% |
| 6M | -6.7% | +71.4% | -78.1% | -31.0% |
| YTD | -3.9% | +135.3% | -139.2% | -39.6% |
| 1Y | -25.1% | +267.5% | -292.6% | -63.3% |
| 3Y | +179.1% | +388.5% | -209.4% | +9.2% |
| All | +234.8% | +429.3% | -194.5% | +11.0% |
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