+371.4%
ASX vs CAH
+180.2%
+191.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.9% | +7.7% | +8.6% |
| 7D | -12.3% | +7.8% | -20.1% | -12.5% |
| 30D | -26.0% | +15.5% | -41.5% | -26.5% |
| 3M | -8.1% | +16.3% | -24.4% | -8.9% |
| 6M | +1.4% | +50.0% | -48.6% | -3.8% |
| YTD | +115.6% | +34.7% | +80.8% | +108.7% |
| 1Y | +128.0% | +35.9% | +92.1% | +120.3% |
| 3Y | +371.4% | +178.5% | +192.9% | +316.2% |
| All | +371.4% | +180.2% | +191.2% | +316.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling