+8,927.4%
CAT vs ASX
+3,515.0%
+5,412.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +1.7% | -0.7% | +2.4% | +1.9% |
| 30D | -6.6% | +2.0% | -8.5% | -7.1% |
| 3M | -13.3% | -1.3% | -12.0% | -13.6% |
| 6M | +11.6% | +71.4% | -59.8% | -4.1% |
| YTD | +42.9% | +135.3% | -92.4% | +13.0% |
| 1Y | +95.4% | +267.5% | -172.0% | +37.3% |
| 3Y | +196.6% | +388.5% | -191.9% | +90.5% |
| 5Y | +321.7% | +417.1% | -95.4% | +160.2% |
| 10Y | +1,140.8% | +872.7% | +268.0% | +518.8% |
| All | +8,927.4% | +3,515.0% | +5,412.4% | +2,518.6% |
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