+3,552.3%
ASX vs CAH
+833.5%
+2,718.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -0.7% | +5.4% | -6.1% | -2.4% |
| 30D | +2.0% | +3.3% | -1.3% | +0.8% |
| 3M | -1.3% | +22.8% | -24.1% | -8.4% |
| 6M | +71.4% | +11.3% | +60.2% | +63.7% |
| YTD | +135.3% | +21.1% | +114.2% | +118.3% |
| 1Y | +267.5% | +67.2% | +200.2% | +204.0% |
| 3Y | +388.5% | +195.6% | +192.9% | +227.5% |
| 5Y | +417.1% | +413.8% | +3.3% | +181.8% |
| 10Y | +872.7% | +309.6% | +563.2% | +428.4% |
| All | +3,552.3% | +833.5% | +2,718.8% | +1,230.4% |
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