+1,755.6%
RCL vs ASX
+2,948.3%
-1,192.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.4% | -5.1% | -0.8% |
| 7D | +6.5% | -19.9% | +26.4% | +13.8% |
| 30D | +15.9% | -30.9% | +46.8% | +29.1% |
| 3M | +2.7% | -15.1% | +17.8% | +5.5% |
| 6M | +15.2% | -6.5% | +21.7% | +10.8% |
| YTD | +19.2% | +98.4% | -79.2% | -13.1% |
| 1Y | +31.6% | +107.9% | -76.3% | -6.0% |
| 3Y | +274.2% | +325.3% | -51.1% | +99.3% |
| 5Y | +250.1% | +447.3% | -197.2% | +69.3% |
| 10Y | +388.4% | +763.2% | -374.8% | +93.1% |
| All | +1,755.6% | +2,948.3% | -1,192.8% | +268.3% |
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