-16.0%
RKT vs ASX
+863.6%
-879.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.6% | -7.8% | -1.0% |
| 7D | +10.3% | -12.3% | +22.6% | +12.6% |
| 30D | +32.3% | -26.0% | +58.3% | +39.1% |
| 3M | +10.7% | -8.1% | +18.8% | +9.6% |
| 6M | -3.2% | +1.4% | -4.6% | -8.6% |
| YTD | -21.5% | +115.6% | -137.1% | -39.7% |
| 1Y | -6.0% | +128.0% | -134.0% | -28.9% |
| 3Y | +104.2% | +371.4% | -267.2% | +20.2% |
| 5Y | +2.5% | +469.4% | -466.9% | -45.2% |
| All | -16.0% | +863.6% | -879.6% | -56.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling