+124.0%
COST vs ASX
+538.6%
-414.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.6% | -4.6% | +1.4% |
| 7D | +3.9% | +0.8% | +3.1% | +3.5% |
| 30D | +13.5% | -20.4% | +34.0% | +15.4% |
| 3M | +15.3% | -2.1% | +17.5% | +14.3% |
| 6M | +9.2% | +8.2% | +0.9% | +4.8% |
| YTD | +26.9% | +137.3% | -110.4% | +4.1% |
| 1Y | +19.7% | +155.0% | -135.3% | -3.3% |
| 3Y | +96.0% | +397.9% | -301.9% | +29.8% |
| 5Y | +124.0% | +529.2% | -405.2% | +34.0% |
| All | +124.0% | +538.6% | -414.5% | +34.0% |
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