+371.4%
ASX vs RCAT
+390.2%
-18.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +11.4% | -2.8% | +7.6% |
| 7D | -12.3% | +1.1% | -13.4% | -12.3% |
| 30D | -26.0% | -22.0% | -4.0% | -24.5% |
| 3M | -8.1% | -51.1% | +43.0% | -3.1% |
| 6M | +1.4% | -56.6% | +58.0% | +7.2% |
| YTD | +115.6% | -43.3% | +158.8% | +121.2% |
| 1Y | +128.0% | -51.5% | +179.5% | +135.1% |
| 3Y | +371.4% | +411.4% | -40.0% | +365.1% |
| All | +371.4% | +390.2% | -18.8% | +365.1% |
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 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