+516.8%
ASX vs FLNC
-86.0%
+602.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.9% |
| 7D | +12.4% | -11.2% | +23.6% | +14.4% |
| 30D | -19.8% | -24.6% | +4.8% | -16.1% |
| 3M | -10.3% | -64.6% | +54.3% | +4.1% |
| 6M | +1.2% | -78.8% | +80.1% | +24.7% |
| YTD | +123.0% | -76.3% | +199.4% | +159.4% |
| 1Y | +145.4% | -71.2% | +216.6% | +175.1% |
| 3Y | +368.6% | -71.9% | +440.5% | +359.2% |
| 5Y | +486.0% | -87.5% | +573.6% | +462.4% |
| All | +516.8% | -86.0% | +602.9% | +478.5% |
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