+3,245.6%
ASX vs CAH
+938.3%
+2,307.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.9% | +7.7% | +8.3% |
| 7D | -12.3% | +7.8% | -20.1% | -14.5% |
| 30D | -26.0% | +15.5% | -41.5% | -29.6% |
| 3M | -8.1% | +16.3% | -24.4% | -13.1% |
| 6M | +1.4% | +50.0% | -48.6% | -12.5% |
| YTD | +115.6% | +34.7% | +80.8% | +92.1% |
| 1Y | +128.0% | +35.9% | +92.1% | +102.5% |
| 3Y | +371.4% | +178.5% | +192.9% | +221.9% |
| 5Y | +469.4% | +515.7% | -46.3% | +190.7% |
| 10Y | +842.6% | +421.5% | +421.2% | +369.0% |
| All | +3,245.6% | +938.3% | +2,307.3% | +1,070.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling