-10.4%
RKT vs ASX
+144.4%
-154.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -3.9% | +12.6% | +9.2% |
| 7D | +29.7% | -14.6% | +44.3% | +32.4% |
| 30D | +28.5% | -21.1% | +49.6% | +33.0% |
| 3M | +6.4% | -3.1% | +9.5% | +4.3% |
| 6M | +7.1% | +17.4% | -10.2% | -5.5% |
| YTD | -22.5% | +135.3% | -157.8% | -49.5% |
| 1Y | -10.4% | +146.5% | -156.9% | -42.4% |
| All | -10.4% | +144.4% | -154.9% | -42.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling