+1,008.4%
ASX vs COR
+469.4%
+539.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | +22.1% | +2.9% | +19.3% | +21.5% |
| 30D | -23.8% | +5.8% | -29.6% | -24.4% |
| 3M | -7.6% | +11.4% | -19.0% | -9.3% |
| 6M | +6.9% | +34.5% | -27.5% | +0.4% |
| YTD | +127.7% | +4.1% | +123.6% | +124.6% |
| 1Y | +144.5% | -3.1% | +147.7% | +144.9% |
| 3Y | +377.8% | +80.9% | +296.9% | +302.5% |
| 5Y | +498.2% | +195.1% | +303.1% | +335.9% |
| All | +1,008.4% | +469.4% | +539.0% | +592.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 10y: compounded portfolio wealth divided by compounded COR 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…
10y analysis · Full analysis span regression · 6 months rolling