+842.6%
ASX vs COR
+534.3%
+308.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.7% | +5.0% | +8.0% |
| 7D | -12.3% | +2.3% | -14.6% | -12.5% |
| 30D | -26.0% | +6.8% | -32.8% | -26.7% |
| 3M | -8.1% | +8.1% | -16.2% | -9.4% |
| 6M | +1.4% | +33.0% | -31.6% | -4.6% |
| YTD | +115.6% | +3.0% | +112.6% | +113.1% |
| 1Y | +128.0% | -3.4% | +131.4% | +128.4% |
| 3Y | +371.4% | +80.1% | +291.3% | +298.3% |
| 5Y | +469.4% | +194.7% | +274.7% | +316.9% |
| 10Y | +842.6% | +512.3% | +330.4% | +516.0% |
| All | +842.6% | +534.3% | +308.3% | +516.0% |
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