+445.9%
ASX vs CHTR
-65.0%
+510.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.1% | +10.2% | +6.1% |
| 7D | +6.3% | -0.3% | +6.6% | +6.3% |
| 30D | +6.4% | -4.5% | +10.9% | +6.4% |
| 3M | +13.1% | +10.2% | +2.9% | +12.9% |
| 6M | +90.3% | -37.2% | +127.5% | +94.3% |
| YTD | +149.6% | -30.2% | +179.8% | +151.7% |
| 1Y | +249.2% | -44.8% | +293.9% | +261.8% |
| 3Y | +445.9% | -65.5% | +511.4% | +509.5% |
| All | +445.9% | -65.0% | +510.9% | +509.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling