+15.2%
RCL vs ASX
-3.8%
+19.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.4% | -5.1% | +0.6% |
| 7D | +6.5% | -19.9% | +26.4% | +9.0% |
| 30D | +15.9% | -30.9% | +46.8% | +20.4% |
| 3M | +2.7% | -15.1% | +17.8% | +3.9% |
| 6M | +15.2% | -6.5% | +21.7% | +11.5% |
| All | +15.2% | -3.8% | +19.0% | +11.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling