+1,008.4%
ASX vs RCAT
-99.8%
+1,108.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -8.3% | +4.2% | -3.9% |
| 7D | +22.1% | +15.6% | +6.5% | +21.9% |
| 30D | -23.8% | -24.1% | +0.3% | -23.5% |
| 3M | -7.6% | -61.9% | +54.3% | -6.7% |
| 6M | +6.9% | -64.3% | +71.3% | +8.0% |
| YTD | +127.7% | -50.4% | +178.0% | +128.8% |
| 1Y | +144.5% | -54.0% | +198.6% | +145.8% |
| 3Y | +377.8% | +347.2% | +30.6% | +369.0% |
| 5Y | +498.2% | +45.7% | +452.5% | +489.2% |
| All | +1,008.4% | -99.8% | +1,108.2% | +1,011.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling