+712.5%
CAT vs ASX
+849.3%
-136.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +8.6% | -1.4% | +4.3% |
| 7D | -2.4% | -12.3% | +9.9% | +1.3% |
| 30D | -25.0% | -26.0% | +1.0% | -18.0% |
| 3M | -28.7% | -8.1% | -20.6% | -27.9% |
| 6M | -33.0% | +1.4% | -34.4% | -35.3% |
| YTD | +5.4% | +115.6% | -110.1% | -20.8% |
| 1Y | +7.3% | +128.0% | -120.8% | -20.9% |
| 3Y | +166.0% | +371.4% | -205.4% | +51.5% |
| 5Y | +210.1% | +469.4% | -259.3% | +61.4% |
| 10Y | +712.5% | +842.6% | -130.1% | +219.0% |
| All | +712.5% | +849.3% | -136.8% | +219.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling