+146.5%
ASX vs RCAT
-59.1%
+205.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -10.3% | +6.4% | -2.2% |
| 7D | -14.6% | -18.5% | +3.9% | -11.6% |
| 30D | -21.1% | -37.0% | +15.9% | -15.3% |
| 3M | -3.1% | -54.9% | +51.8% | +8.5% |
| 6M | +17.4% | -63.6% | +81.0% | +32.9% |
| YTD | +135.3% | -49.6% | +184.9% | +147.0% |
| 1Y | +146.5% | -57.8% | +204.3% | +164.1% |
| All | +146.5% | -59.1% | +205.6% | +164.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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