+392.6%
ASX vs RCAT
+762.9%
-370.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.4% |
| 7D | -0.7% | -1.4% | +0.7% | -0.6% |
| 30D | +2.0% | -3.3% | +5.3% | +2.1% |
| 3M | -1.3% | -43.2% | +41.9% | +2.0% |
| 6M | +71.4% | -43.2% | +114.6% | +75.4% |
| YTD | +135.3% | +5.5% | +129.8% | +130.3% |
| 1Y | +267.5% | -1.6% | +269.1% | +257.4% |
| All | +392.6% | +762.9% | -370.2% | +358.2% |
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