+94.3%
CAT vs ASX
+235.9%
-141.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +1.7% | -0.7% | +2.4% | +2.0% |
| 30D | -6.6% | +2.0% | -8.5% | -7.5% |
| 3M | -13.3% | -1.3% | -12.0% | -14.2% |
| 6M | +11.6% | +71.4% | -59.8% | -15.1% |
| YTD | +42.9% | +135.3% | -92.4% | -6.3% |
| All | +94.3% | +235.9% | -141.6% | +13.3% |
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