+590.4%
ASX vs FLNC
-67.0%
+657.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.7% | -0.6% | +5.1% |
| 7D | +6.3% | +6.0% | +0.4% | +5.4% |
| 30D | +6.4% | -16.3% | +22.8% | +9.2% |
| 3M | +13.1% | -54.1% | +67.3% | +26.0% |
| 6M | +90.3% | -25.3% | +115.6% | +93.0% |
| YTD | +149.6% | -44.2% | +193.8% | +156.7% |
| 1Y | +249.2% | +53.1% | +196.1% | +199.4% |
| 3Y | +445.9% | -58.3% | +504.2% | +408.4% |
| All | +590.4% | -67.0% | +657.4% | +472.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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