+748.4%
ASX vs COO
+41.2%
+707.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.2% | +7.1% |
| 7D | -19.9% | +4.7% | -24.6% | -21.3% |
| 30D | -30.9% | +13.9% | -44.8% | -34.5% |
| 3M | -15.1% | -14.9% | -0.1% | -11.0% |
| 6M | -6.5% | +2.0% | -8.5% | -10.3% |
| YTD | +98.4% | -23.9% | +122.4% | +115.6% |
| 1Y | +107.9% | -9.6% | +117.5% | +108.5% |
| 3Y | +325.3% | -25.4% | +350.7% | +343.6% |
| 5Y | +447.3% | -41.2% | +488.5% | +527.7% |
| All | +748.4% | +41.2% | +707.2% | +568.7% |
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