+292.2%
RCL vs ASX
+482.2%
-190.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +1.2% |
| 7D | -1.2% | +12.4% | -13.6% | -5.6% |
| 30D | +17.8% | -19.8% | +37.7% | +25.4% |
| 3M | +4.9% | -10.3% | +15.3% | +5.5% |
| 6M | +23.7% | +1.2% | +22.5% | +12.8% |
| YTD | +17.8% | +123.0% | -105.2% | -28.2% |
| 1Y | +28.9% | +145.4% | -116.5% | -25.5% |
| 3Y | +241.9% | +368.6% | -126.7% | +25.1% |
| All | +292.2% | +482.2% | -190.0% | +13.2% |
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 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