+71.8%
COST vs ASX
+443.1%
-371.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.1% | -6.7% | -0.8% |
| 7D | -3.2% | +6.3% | -9.5% | -3.4% |
| 30D | -4.0% | +6.4% | -10.4% | -4.2% |
| 3M | -6.5% | +13.1% | -19.6% | -7.6% |
| 6M | -8.5% | +90.3% | -98.8% | -15.1% |
| YTD | +6.0% | +149.6% | -143.6% | -5.2% |
| 1Y | -5.8% | +249.2% | -255.0% | -20.0% |
| 3Y | +71.8% | +445.9% | -374.1% | +30.5% |
| All | +71.8% | +443.1% | -371.3% | +30.5% |
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