+299.6%
ASX vs COO
-24.0%
+323.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.4% | -19.4% | -20.6% |
| 7D | -33.3% | +5.3% | -38.5% | -33.6% |
| 30D | -36.5% | +12.5% | -49.0% | -37.4% |
| 3M | -19.2% | -15.1% | -4.1% | -17.3% |
| 6M | -10.2% | +3.7% | -13.9% | -12.1% |
| YTD | +86.5% | -22.5% | +109.0% | +96.8% |
| 1Y | +89.6% | -7.8% | +97.4% | +90.7% |
| All | +299.6% | -24.0% | +323.6% | +296.8% |
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 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