+8.9%
CAT vs ASX
+144.4%
-135.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.9% | -1.3% | -3.6% |
| 7D | -17.1% | -14.6% | -2.5% | -11.9% |
| 30D | -30.1% | -21.1% | -9.0% | -23.5% |
| 3M | -32.4% | -3.1% | -29.3% | -32.6% |
| 6M | -32.1% | +17.4% | -49.5% | -39.1% |
| YTD | +4.1% | +135.3% | -131.2% | -35.4% |
| 1Y | +8.9% | +146.5% | -137.6% | -33.8% |
| All | +8.9% | +144.4% | -135.5% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling