+117.4%
COIN vs ASX
+447.1%
-329.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.2% |
| 7D | -5.1% | +5.2% | -10.3% | -7.6% |
| 30D | +17.6% | +0.5% | +17.1% | +16.8% |
| 3M | +9.2% | +8.3% | +0.9% | +0.5% |
| 6M | -11.8% | +82.0% | -93.8% | -42.1% |
| YTD | -22.5% | +147.6% | -170.1% | -59.2% |
| 1Y | -45.9% | +258.8% | -304.7% | -78.0% |
| 3Y | +117.4% | +452.1% | -334.7% | -38.6% |
| All | +117.4% | +447.1% | -329.7% | -38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling