+153.7%
CAT vs ASX
+381.9%
-228.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.3% | -5.6% | -3.6% |
| 7D | -6.3% | -9.1% | +2.8% | -3.6% |
| 30D | -26.8% | -23.6% | -3.2% | -20.1% |
| 3M | -30.0% | -5.6% | -24.4% | -30.0% |
| 6M | -34.6% | +4.7% | -39.3% | -38.2% |
| YTD | +2.9% | +122.6% | -119.7% | -27.6% |
| 1Y | +3.3% | +133.0% | -129.7% | -28.6% |
| 3Y | +153.7% | +367.1% | -213.4% | +26.9% |
| All | +153.7% | +381.9% | -228.2% | +26.9% |
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