+267.5%
ASX vs CART
+14.4%
+253.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.1% |
| 7D | -0.7% | +1.0% | -1.8% | -0.6% |
| 30D | +2.0% | +12.6% | -10.6% | +3.0% |
| 3M | -1.3% | +23.1% | -24.5% | +0.4% |
| 6M | +71.4% | +39.5% | +31.9% | +76.2% |
| YTD | +135.3% | +13.5% | +121.8% | +142.4% |
| 1Y | +267.5% | +14.9% | +252.6% | +280.6% |
| All | +267.5% | +14.4% | +253.1% | +280.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 1y: compounded portfolio wealth divided by compounded CART 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…
1y analysis · Full analysis span regression · 6 months rolling