-19.1%
RKT vs ASX
+154.3%
-173.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.6% | -6.7% | -0.9% |
| 7D | -3.8% | +0.8% | -4.6% | -4.3% |
| 30D | +32.8% | -20.4% | +53.3% | +36.9% |
| 3M | +0.8% | -2.1% | +3.0% | -1.7% |
| 6M | -2.6% | +8.2% | -10.8% | -11.5% |
| YTD | -25.4% | +137.3% | -162.7% | -54.1% |
| 1Y | -19.1% | +155.0% | -174.1% | -51.9% |
| All | -19.1% | +154.3% | -173.4% | -51.9% |
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