+4,956.8%
COST vs ASX
+3,326.1%
+1,630.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.5% |
| 7D | +5.0% | +12.4% | -7.4% | +3.4% |
| 30D | +12.8% | -19.8% | +32.6% | +15.0% |
| 3M | +15.2% | -10.3% | +25.5% | +15.2% |
| 6M | +7.4% | +1.2% | +6.2% | +4.1% |
| YTD | +29.0% | +123.0% | -94.0% | +11.3% |
| 1Y | +20.3% | +145.4% | -125.2% | +2.3% |
| 3Y | +99.0% | +368.6% | -269.6% | +51.2% |
| 5Y | +125.7% | +486.0% | -360.4% | +63.9% |
| 10Y | +775.3% | +941.0% | -165.7% | +464.6% |
| All | +4,956.8% | +3,326.1% | +1,630.6% | +2,075.4% |
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