+477.7%
ASX vs CAH
+400.8%
+77.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.7% | +8.8% | +6.5% |
| 7D | +6.3% | +0.5% | +5.8% | +6.1% |
| 30D | +6.4% | +1.7% | +4.7% | +6.0% |
| 3M | +13.1% | +17.9% | -4.7% | +9.0% |
| 6M | +90.3% | +10.9% | +79.4% | +85.5% |
| YTD | +149.6% | +17.9% | +131.8% | +139.7% |
| 1Y | +249.2% | +61.7% | +187.5% | +209.5% |
| 3Y | +445.9% | +183.7% | +262.2% | +312.7% |
| 5Y | +477.7% | +401.3% | +76.4% | +242.8% |
| All | +477.7% | +400.8% | +77.0% | +242.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling