+325.3%
ASX vs CART
+112.9%
+212.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.6% | +5.9% | +6.4% |
| 7D | -19.9% | +3.0% | -22.9% | -20.1% |
| 30D | -30.9% | +28.6% | -59.4% | -32.6% |
| 3M | -15.1% | +29.1% | -44.2% | -17.6% |
| 6M | -6.5% | +44.7% | -51.2% | -11.0% |
| YTD | +98.4% | +29.2% | +69.2% | +91.8% |
| 1Y | +107.9% | +66.2% | +41.7% | +90.3% |
| 3Y | +325.3% | +112.8% | +212.5% | +262.3% |
| All | +325.3% | +112.9% | +212.4% | +262.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling