+415.3%
ASX vs RCAT
+46.9%
+368.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +18.6% | -12.2% | +4.8% |
| 7D | -19.9% | -12.7% | -7.2% | -19.0% |
| 30D | -30.9% | -34.3% | +3.4% | -28.5% |
| 3M | -15.1% | -53.4% | +38.3% | -10.2% |
| 6M | -6.5% | -62.0% | +55.5% | -0.2% |
| YTD | +98.4% | -49.1% | +147.5% | +105.0% |
| 1Y | +107.9% | -53.1% | +161.0% | +115.0% |
| 3Y | +325.3% | +318.7% | +6.6% | +278.4% |
| All | +415.3% | +46.9% | +368.4% | +374.4% |
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