+5.8%
CAT vs ASX
+126.1%
-120.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +8.6% | -1.4% | +3.7% |
| 7D | -2.4% | -12.3% | +9.9% | +2.0% |
| 30D | -25.0% | -26.0% | +1.0% | -16.7% |
| 3M | -28.7% | -8.1% | -20.6% | -28.0% |
| 6M | -33.0% | +1.4% | -34.4% | -36.6% |
| YTD | +5.4% | +115.6% | -110.1% | -32.5% |
| All | +5.8% | +126.1% | -120.3% | -33.5% |
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