+1.7%
RKT vs ASX
+431.2%
-429.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.4% | -4.8% | -0.1% |
| 7D | +17.7% | -19.9% | +37.6% | +23.8% |
| 30D | +31.6% | -30.9% | +62.5% | +42.7% |
| 3M | +13.9% | -15.1% | +29.0% | +14.8% |
| 6M | +2.8% | -6.5% | +9.3% | -2.9% |
| YTD | -22.2% | +98.4% | -120.6% | -44.5% |
| 1Y | -3.5% | +107.9% | -111.4% | -32.4% |
| 3Y | +95.3% | +325.3% | -230.0% | -7.2% |
| All | +1.7% | +431.2% | -429.5% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling