-39.8%
COIN vs ASX
+272.9%
-312.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.2% |
| 7D | +3.4% | -0.7% | +4.1% | +3.5% |
| 30D | +23.2% | +2.0% | +21.2% | +22.5% |
| 3M | +12.5% | -1.3% | +13.8% | +10.0% |
| 6M | -11.6% | +71.4% | -83.1% | -30.7% |
| YTD | -18.4% | +135.3% | -153.7% | -44.8% |
| 1Y | -39.8% | +267.5% | -307.3% | -61.0% |
| All | -39.8% | +272.9% | -312.7% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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