+299.6%
ASX vs RCAT
+270.1%
+29.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -14.9% | -5.9% | -19.4% |
| 7D | -33.3% | -32.6% | -0.7% | -30.8% |
| 30D | -36.5% | -46.3% | +9.8% | -33.0% |
| 3M | -19.2% | -60.7% | +41.5% | -12.9% |
| 6M | -10.2% | -67.4% | +57.1% | -2.5% |
| YTD | +86.5% | -57.1% | +143.5% | +96.4% |
| 1Y | +89.6% | -63.8% | +153.4% | +100.9% |
| All | +299.6% | +270.1% | +29.5% | +307.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling