+125.7%
ASX vs COR
-2.4%
+128.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.7% | +5.0% | +9.3% |
| 7D | -12.3% | +2.3% | -14.6% | -11.7% |
| 30D | -26.0% | +6.8% | -32.8% | -24.7% |
| 3M | -8.1% | +8.1% | -16.2% | -6.1% |
| 6M | +1.4% | +33.0% | -31.6% | +5.2% |
| YTD | +115.6% | +3.0% | +112.6% | +134.7% |
| All | +125.7% | -2.4% | +128.0% | +141.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling