+861.6%
ASX vs COO
+49.3%
+812.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.8% |
| 7D | -0.7% | -2.2% | +1.5% | +0.2% |
| 30D | +2.0% | -7.0% | +9.0% | +4.7% |
| 3M | -1.3% | +12.2% | -13.5% | -7.2% |
| 6M | +71.4% | -15.1% | +86.5% | +81.2% |
| YTD | +135.3% | -15.1% | +150.4% | +148.3% |
| 1Y | +267.5% | +2.3% | +265.1% | +254.1% |
| 3Y | +388.5% | -23.7% | +412.2% | +415.8% |
| 5Y | +417.1% | -38.9% | +456.0% | +495.7% |
| All | +861.6% | +49.3% | +812.3% | +643.4% |
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