-7.2%
RKT vs ASX
+472.4%
-479.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.1% | -7.9% | -3.7% |
| 7D | +6.0% | +6.3% | -0.3% | +3.8% |
| 30D | +0.7% | +6.4% | -5.8% | -1.6% |
| 3M | +11.8% | +13.1% | -1.3% | +5.0% |
| 6M | -7.6% | +90.3% | -97.9% | -28.8% |
| YTD | -28.7% | +149.6% | -178.3% | -50.3% |
| 1Y | -32.6% | +249.2% | -281.7% | -58.8% |
| 3Y | +42.1% | +445.9% | -403.8% | -33.4% |
| 5Y | -7.2% | +477.7% | -484.9% | -61.1% |
| All | -7.2% | +472.4% | -479.6% | -61.1% |
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