+325.3%
ASX vs COO
-25.3%
+350.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.2% | +6.6% |
| 7D | -19.9% | +4.7% | -24.6% | -20.3% |
| 30D | -30.9% | +13.9% | -44.8% | -32.1% |
| 3M | -15.1% | -14.9% | -0.1% | -13.2% |
| 6M | -6.5% | +2.0% | -8.5% | -8.3% |
| YTD | +98.4% | -23.9% | +122.4% | +109.8% |
| 1Y | +107.9% | -9.6% | +117.5% | +109.5% |
| 3Y | +325.3% | -25.4% | +350.7% | +323.0% |
| All | +325.3% | -25.3% | +350.6% | +323.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling