+415.3%
ASX vs COO
-41.6%
+456.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.2% | +6.9% |
| 7D | -19.9% | +4.7% | -24.6% | -21.0% |
| 30D | -30.9% | +13.9% | -44.8% | -33.7% |
| 3M | -15.1% | -14.9% | -0.1% | -11.5% |
| 6M | -6.5% | +2.0% | -8.5% | -9.7% |
| YTD | +98.4% | -23.9% | +122.4% | +114.8% |
| 1Y | +107.9% | -9.6% | +117.5% | +108.8% |
| 3Y | +325.3% | -25.4% | +350.7% | +337.8% |
| All | +415.3% | -41.6% | +456.9% | +480.6% |
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