+842.6%
ASX vs COO
+40.7%
+801.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.5% | +6.1% | +7.7% |
| 7D | -12.3% | +4.3% | -16.6% | -13.6% |
| 30D | -26.0% | +17.6% | -43.6% | -30.6% |
| 3M | -8.1% | -13.9% | +5.8% | -4.0% |
| 6M | +1.4% | +6.6% | -5.2% | -4.3% |
| YTD | +115.6% | -22.0% | +137.6% | +132.2% |
| 1Y | +128.0% | -8.8% | +136.8% | +128.4% |
| 3Y | +371.4% | -21.5% | +392.9% | +381.1% |
| 5Y | +469.4% | -41.0% | +510.4% | +554.0% |
| 10Y | +842.6% | +40.9% | +801.8% | +643.1% |
| All | +842.6% | +40.7% | +801.9% | +643.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling