+504.7%
ASX vs COO
-41.3%
+546.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.8% | +3.4% |
| 7D | -9.1% | +4.5% | -13.6% | -10.3% |
| 30D | -23.6% | +16.9% | -40.5% | -27.3% |
| 3M | -5.6% | -16.7% | +11.1% | -0.8% |
| 6M | +4.7% | +5.9% | -1.3% | -0.2% |
| YTD | +122.6% | -22.4% | +145.0% | +139.7% |
| 1Y | +133.0% | -10.1% | +143.1% | +135.3% |
| 3Y | +367.1% | -22.8% | +389.9% | +374.1% |
| 5Y | +504.7% | -41.4% | +546.2% | +576.4% |
| All | +504.7% | -41.3% | +546.0% | +576.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling