+368.6%
ASX vs COR
+86.2%
+282.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.0% | -5.0% | -1.5% |
| 7D | +12.4% | +7.8% | +4.6% | +13.8% |
| 30D | -19.8% | +7.0% | -26.8% | -18.8% |
| 3M | -10.3% | +16.3% | -26.6% | -7.5% |
| 6M | +1.2% | +41.3% | -40.1% | +6.9% |
| YTD | +123.0% | +7.1% | +115.9% | +133.9% |
| 1Y | +145.4% | -0.8% | +146.3% | +154.5% |
| 3Y | +368.6% | +85.0% | +283.6% | +467.6% |
| All | +368.6% | +86.2% | +282.4% | +467.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling