+89.6%
ASX vs CART
+57.6%
+32.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.4% | -18.4% | -21.0% |
| 7D | -33.3% | +1.2% | -34.5% | -33.2% |
| 30D | -36.5% | +27.1% | -63.6% | -34.1% |
| 3M | -19.2% | +27.4% | -46.6% | -16.2% |
| 6M | -10.2% | +32.1% | -42.4% | -6.3% |
| YTD | +86.5% | +28.5% | +58.0% | +95.3% |
| 1Y | +89.6% | +58.8% | +30.8% | +101.3% |
| All | +89.6% | +57.6% | +32.0% | +101.3% |
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