+486.8%
ASX vs COR
+203.3%
+283.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -2.0% |
| 7D | +12.4% | +7.6% | +4.8% | +12.4% |
| 30D | -19.8% | +6.8% | -26.6% | -19.6% |
| 3M | -10.3% | +16.0% | -26.4% | -10.0% |
| 6M | +1.2% | +41.0% | -39.8% | +0.3% |
| YTD | +123.0% | +6.9% | +116.1% | +127.2% |
| 1Y | +145.4% | -1.0% | +146.4% | +151.8% |
| 3Y | +368.6% | +84.6% | +284.0% | +323.5% |
| All | +486.8% | +203.3% | +283.5% | +352.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling