+258.8%
ASX vs FANG
+52.7%
+206.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FANG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +5.2% | +2.9% | +2.3% | +5.6% |
| 30D | +0.5% | +2.6% | -2.1% | +0.9% |
| 3M | +8.3% | +7.6% | +0.8% | +10.3% |
| 6M | +82.0% | +17.3% | +64.7% | +85.4% |
| YTD | +147.6% | +38.7% | +108.9% | +150.5% |
| 1Y | +258.8% | +51.6% | +207.2% | +260.7% |
| All | +258.8% | +52.7% | +206.2% | +260.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FANG.
Daily Out/Under-Performance
Portfolio return minus FANG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FANG 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 1y: compounded portfolio wealth divided by compounded FANG 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…
1y analysis · Full analysis span regression · 6 months rolling