-32.6%
RKT vs ASX
+256.3%
-288.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.1% | -7.9% | -3.0% |
| 7D | +6.0% | +6.3% | -0.3% | +4.6% |
| 30D | +0.7% | +6.4% | -5.8% | -0.7% |
| 3M | +11.8% | +13.1% | -1.3% | +7.3% |
| 6M | -7.6% | +90.3% | -97.9% | -22.9% |
| YTD | -28.7% | +149.6% | -178.3% | -40.9% |
| 1Y | -32.6% | +249.2% | -281.7% | -40.3% |
| All | -32.6% | +256.3% | -288.9% | -40.3% |
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 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