-45.5%
COIN vs ASX
+560.7%
-606.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.1% | -9.2% | -7.0% |
| 7D | +1.2% | +6.3% | -5.1% | -3.0% |
| 30D | +16.5% | +6.4% | +10.1% | +11.2% |
| 3M | +10.4% | +13.1% | -2.8% | -4.6% |
| 6M | -9.3% | +90.3% | -99.6% | -49.0% |
| YTD | -20.9% | +149.6% | -170.5% | -65.0% |
| 1Y | -40.8% | +249.2% | -290.0% | -80.3% |
| 3Y | +118.0% | +445.9% | -327.9% | -54.0% |
| 5Y | -30.7% | +477.7% | -508.4% | -88.1% |
| All | -45.5% | +560.7% | -606.2% | -90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling