-11.1%
RKT vs ASX
+126.1%
-137.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.6% | -7.8% | -0.2% |
| 7D | +10.3% | -12.3% | +22.6% | +11.7% |
| 30D | +32.3% | -26.0% | +58.3% | +37.2% |
| 3M | +10.7% | -8.1% | +18.8% | +8.4% |
| 6M | -3.2% | +1.4% | -4.6% | -11.9% |
| YTD | -21.5% | +115.6% | -137.1% | -48.8% |
| All | -11.1% | +126.1% | -137.2% | -42.6% |
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