+146.5%
ASX vs COO
-7.7%
+154.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.9% | -9.8% | -2.7% |
| 7D | -14.6% | +8.4% | -23.0% | -13.1% |
| 30D | -21.1% | +13.5% | -34.6% | -19.0% |
| 3M | -3.1% | -13.8% | +10.7% | -5.0% |
| 6M | +17.4% | +4.7% | +12.7% | +19.1% |
| YTD | +135.3% | -21.4% | +156.7% | +149.8% |
| 1Y | +146.5% | -6.7% | +153.2% | +161.1% |
| All | +146.5% | -7.7% | +154.2% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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