+3,354.6%
ASX vs CAH
+947.8%
+2,406.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.3% | +3.0% |
| 7D | -9.1% | +9.4% | -18.6% | -11.9% |
| 30D | -23.6% | +16.5% | -40.1% | -27.5% |
| 3M | -5.6% | +17.0% | -22.6% | -10.9% |
| 6M | +4.7% | +51.4% | -46.7% | -9.9% |
| YTD | +122.6% | +36.0% | +86.6% | +97.8% |
| 1Y | +133.0% | +36.0% | +97.0% | +106.9% |
| 3Y | +367.1% | +177.5% | +189.6% | +219.5% |
| 5Y | +504.7% | +509.2% | -4.4% | +210.1% |
| 10Y | +887.2% | +408.1% | +479.1% | +396.7% |
| All | +3,354.6% | +947.8% | +2,406.8% | +1,105.3% |
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