+3,725.1%
ASX vs RCAT
-100.0%
+3,825.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -14.9% | -5.9% | -20.7% |
| 7D | -33.3% | -32.6% | -0.7% | -33.2% |
| 30D | -36.5% | -46.3% | +9.8% | -36.3% |
| 3M | -19.2% | -60.7% | +41.5% | -19.0% |
| 6M | -10.2% | -67.4% | +57.1% | -9.9% |
| YTD | +86.5% | -57.1% | +143.5% | +86.8% |
| 1Y | +89.6% | -63.8% | +153.4% | +90.0% |
| 3Y | +298.6% | +268.1% | +30.5% | +296.6% |
| 5Y | +414.3% | +25.2% | +389.1% | +412.1% |
| 10Y | +711.1% | -99.7% | +810.8% | +698.9% |
| All | +3,725.1% | -100.0% | +3,825.1% | +3,488.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling