+992.0%
ASX vs CAH
+295.7%
+696.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +11.1% | -2.2% | +13.3% | +11.6% |
| 30D | +9.6% | +1.2% | +8.4% | +9.2% |
| 3M | +18.6% | +13.1% | +5.5% | +14.7% |
| 6M | +92.1% | +8.5% | +83.7% | +87.0% |
| YTD | +158.5% | +17.6% | +140.9% | +146.4% |
| 1Y | +271.9% | +60.7% | +211.2% | +226.3% |
| 3Y | +465.2% | +183.2% | +282.1% | +323.9% |
| 5Y | +479.4% | +402.2% | +77.2% | +269.2% |
| 10Y | +992.0% | +302.3% | +689.7% | +581.7% |
| All | +992.0% | +295.7% | +696.2% | +581.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling