+146.5%
ASX vs CHTR
-46.1%
+192.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.7% | -9.6% | -2.6% |
| 7D | -14.6% | +14.1% | -28.7% | -11.7% |
| 30D | -21.1% | +11.6% | -32.7% | -18.5% |
| 3M | -3.1% | -21.4% | +18.4% | -5.6% |
| 6M | +17.4% | -27.3% | +44.6% | +15.4% |
| YTD | +135.3% | -42.4% | +177.7% | +128.4% |
| 1Y | +146.5% | -45.6% | +192.1% | +143.4% |
| All | +146.5% | -46.1% | +192.6% | +143.4% |
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