+143.9%
CAT vs ASX
+324.2%
-180.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.5% | -1.5% |
| 7D | -10.3% | -19.9% | +9.6% | -3.1% |
| 30D | -31.2% | -30.9% | -0.3% | -21.9% |
| 3M | -34.7% | -15.1% | -19.6% | -31.9% |
| 6M | -39.5% | -6.5% | -33.0% | -40.3% |
| YTD | -1.7% | +98.4% | -100.1% | -27.8% |
| 1Y | -1.1% | +107.9% | -109.0% | -28.6% |
| 3Y | +143.9% | +325.3% | -181.4% | +24.4% |
| All | +143.9% | +324.2% | -180.4% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling