+41.6%
RKT vs ASX
+403.7%
-362.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +2.1% | -0.7% | +2.8% | +2.3% |
| 30D | +1.4% | +2.0% | -0.5% | +0.9% |
| 3M | +6.3% | -1.3% | +7.6% | +5.2% |
| 6M | -15.5% | +71.4% | -86.9% | -27.6% |
| YTD | -27.4% | +135.3% | -162.7% | -42.2% |
| 1Y | -26.6% | +267.5% | -294.1% | -47.6% |
| All | +41.6% | +403.7% | -362.1% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling