+1,395.2%
RCL vs ASX
+3,515.0%
-2,119.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -19.9% |
| 3M | -9.6% | -1.3% | -8.2% | -11.8% |
| 6M | -6.7% | +71.4% | -78.1% | -25.8% |
| YTD | -3.9% | +135.3% | -139.2% | -32.3% |
| 1Y | -25.1% | +267.5% | -292.6% | -55.8% |
| 3Y | +179.1% | +388.5% | -209.4% | +45.4% |
| 5Y | +243.3% | +417.1% | -173.8% | +72.7% |
| 10Y | +325.8% | +872.7% | -547.0% | +65.2% |
| All | +1,395.2% | +3,515.0% | -2,119.8% | +187.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling