+406.2%
ASX vs CAH
+194.6%
+211.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.7% | +5.4% | -6.1% | -1.3% |
| 30D | +2.0% | +3.3% | -1.3% | +1.6% |
| 3M | -1.3% | +22.8% | -24.1% | -4.4% |
| 6M | +71.4% | +11.3% | +60.2% | +69.4% |
| YTD | +135.3% | +21.1% | +114.2% | +128.5% |
| 1Y | +267.5% | +67.2% | +200.2% | +235.8% |
| All | +406.2% | +194.6% | +211.7% | +319.2% |
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