+9.2%
COST vs ASX
+11.7%
-2.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.6% | -4.6% | +2.8% |
| 7D | +3.9% | +0.8% | +3.1% | +4.3% |
| 30D | +13.5% | -20.4% | +34.0% | +10.9% |
| 3M | +15.3% | -2.1% | +17.5% | +16.1% |
| 6M | +9.2% | +8.2% | +0.9% | +12.7% |
| All | +9.2% | +11.7% | -2.6% | +12.7% |
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