+104.4%
COST vs ASX
+490.0%
-385.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.4% | -1.2% |
| 7D | -2.8% | +11.1% | -13.9% | -4.0% |
| 30D | -5.3% | +9.6% | -14.9% | -6.4% |
| 3M | -6.7% | +18.6% | -25.3% | -9.9% |
| 6M | -9.9% | +92.1% | -102.1% | -21.1% |
| YTD | +5.1% | +158.5% | -153.3% | -13.4% |
| 1Y | -7.3% | +271.9% | -279.2% | -29.6% |
| 3Y | +70.4% | +465.2% | -394.8% | +12.6% |
| 5Y | +104.4% | +479.4% | -375.0% | +29.0% |
| All | +104.4% | +490.0% | -385.6% | +29.0% |
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 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