-27.8%
COIN vs ASX
+444.1%
-471.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.4% |
| 7D | -5.1% | +5.2% | -10.3% | -8.8% |
| 30D | +17.6% | +0.5% | +17.1% | +16.3% |
| 3M | +9.2% | +8.3% | +0.9% | -3.5% |
| 6M | -11.8% | +82.0% | -93.8% | -50.8% |
| YTD | -22.5% | +147.6% | -170.1% | -67.7% |
| 1Y | -45.9% | +258.8% | -304.7% | -83.9% |
| 3Y | +117.4% | +452.1% | -334.7% | -61.4% |
| All | -27.8% | +444.1% | -471.9% | -89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling