+477.7%
ASX vs RCAT
+192.8%
+285.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.9% | +2.2% | +5.8% |
| 7D | +6.3% | +5.4% | +0.9% | +5.9% |
| 30D | +6.4% | -5.6% | +12.0% | +6.7% |
| 3M | +13.1% | -30.2% | +43.4% | +15.3% |
| 6M | +90.3% | -43.4% | +133.7% | +94.5% |
| YTD | +149.6% | +9.6% | +140.0% | +143.9% |
| 1Y | +249.2% | -2.0% | +251.1% | +240.0% |
| 3Y | +445.9% | +825.0% | -379.1% | +367.3% |
| 5Y | +477.7% | +199.8% | +277.9% | +401.5% |
| All | +477.7% | +192.8% | +285.0% | +401.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling