+267.5%
ASX vs CHTR
-41.9%
+309.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.3% |
| 7D | -0.7% | -1.1% | +0.3% | -0.8% |
| 30D | +2.0% | -0.8% | +2.8% | +2.3% |
| 3M | -1.3% | +17.8% | -19.1% | +2.4% |
| 6M | +71.4% | -34.5% | +105.9% | +66.8% |
| YTD | +135.3% | -27.2% | +162.5% | +133.9% |
| 1Y | +267.5% | -41.4% | +308.9% | +250.2% |
| All | +267.5% | -41.9% | +309.4% | +250.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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