+6,055.0%
CAT vs ASX
+2,764.3%
+3,290.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -20.8% | +14.4% | -0.8% |
| 7D | -14.5% | -33.3% | +18.8% | -5.3% |
| 30D | -35.7% | -36.5% | +0.7% | -28.1% |
| 3M | -36.3% | -19.2% | -17.1% | -33.3% |
| 6M | -38.5% | -10.2% | -28.3% | -38.0% |
| YTD | -2.5% | +86.5% | -89.0% | -18.9% |
| 1Y | -1.9% | +89.6% | -91.5% | -18.8% |
| 3Y | +139.2% | +298.6% | -159.4% | +60.7% |
| 5Y | +192.1% | +414.3% | -222.1% | +80.0% |
| 10Y | +732.3% | +711.1% | +21.2% | +331.9% |
| All | +6,055.0% | +2,764.3% | +3,290.7% | +1,779.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling