+4,871.7%
COST vs ASX
+3,544.9%
+1,326.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.6% | -4.6% | +1.2% |
| 7D | +3.9% | +0.8% | +3.1% | +3.3% |
| 30D | +13.5% | -20.4% | +34.0% | +15.8% |
| 3M | +15.3% | -2.1% | +17.5% | +14.2% |
| 6M | +9.2% | +8.2% | +0.9% | +5.0% |
| YTD | +26.9% | +137.3% | -110.4% | +8.6% |
| 1Y | +19.7% | +155.0% | -135.3% | +1.3% |
| 3Y | +96.0% | +397.9% | -301.9% | +47.9% |
| 5Y | +124.0% | +529.2% | -405.2% | +61.3% |
| 10Y | +760.6% | +1,007.5% | -246.9% | +451.0% |
| All | +4,871.7% | +3,544.9% | +1,326.8% | +2,022.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling