+4,727.8%
ASX vs RCAT
-100.0%
+4,827.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.2% |
| 7D | -0.7% | -1.4% | +0.7% | -0.7% |
| 30D | +2.0% | -3.3% | +5.3% | +2.0% |
| 3M | -1.3% | -43.2% | +41.9% | -1.2% |
| 6M | +71.4% | -43.2% | +114.6% | +71.6% |
| YTD | +135.3% | +5.5% | +129.8% | +135.1% |
| 1Y | +267.5% | -1.6% | +269.1% | +267.1% |
| 3Y | +388.5% | +773.7% | -385.2% | +384.7% |
| 5Y | +417.1% | +187.6% | +229.5% | +413.5% |
| 10Y | +872.7% | -98.5% | +971.2% | +854.9% |
| All | +4,727.8% | -100.0% | +4,827.8% | +4,416.4% |
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 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