+674.0%
CAT vs ASX
+878.5%
-204.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.3% | -5.6% | -3.5% |
| 7D | -6.3% | -9.1% | +2.8% | -3.9% |
| 30D | -26.8% | -23.6% | -3.2% | -20.9% |
| 3M | -30.0% | -5.6% | -24.4% | -29.9% |
| 6M | -34.6% | +4.7% | -39.3% | -37.5% |
| YTD | +2.9% | +122.6% | -119.7% | -23.6% |
| 1Y | +3.3% | +133.0% | -129.7% | -24.4% |
| 3Y | +153.7% | +367.1% | -213.4% | +44.6% |
| 5Y | +207.3% | +504.7% | -297.5% | +56.7% |
| 10Y | +674.0% | +887.2% | -213.2% | +199.4% |
| All | +674.0% | +878.5% | -204.5% | +199.4% |
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