+271.9%
ASX vs CAH
+61.7%
+210.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.5% |
| 7D | +11.1% | -2.2% | +13.3% | +11.0% |
| 30D | +9.6% | +1.2% | +8.4% | +9.6% |
| 3M | +18.6% | +13.1% | +5.5% | +17.7% |
| 6M | +92.1% | +8.5% | +83.7% | +93.6% |
| YTD | +158.5% | +17.6% | +140.9% | +156.7% |
| 1Y | +271.9% | +60.7% | +211.2% | +267.8% |
| All | +271.9% | +61.7% | +210.2% | +267.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling