+7.2%
COST vs ASX
+5.6%
+1.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.5% | 0.0% |
| 7D | +2.5% | +22.1% | -19.6% | +5.1% |
| 30D | +14.6% | -23.8% | +38.3% | +11.5% |
| 3M | +15.2% | -7.6% | +22.8% | +15.2% |
| 6M | +7.2% | +6.9% | +0.3% | +10.2% |
| All | +7.2% | +5.6% | +1.6% | +10.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling