+144.5%
ASX vs COO
-13.9%
+158.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -4.2% |
| 7D | +22.1% | -2.1% | +24.2% | +21.6% |
| 30D | -23.8% | +13.9% | -37.7% | -22.0% |
| 3M | -7.6% | -18.9% | +11.3% | -10.3% |
| 6M | +6.9% | +3.7% | +3.2% | +6.9% |
| YTD | +127.7% | -24.1% | +151.8% | +142.1% |
| 1Y | +144.5% | -14.2% | +158.7% | +161.8% |
| All | +144.5% | -13.9% | +158.5% | +161.8% |
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