+477.7%
ASX vs FLR
+248.0%
+229.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +5.8% |
| 7D | +6.3% | +0.7% | +5.6% | +6.1% |
| 30D | +6.4% | -0.7% | +7.1% | +6.4% |
| 3M | +13.1% | +14.3% | -1.2% | +8.2% |
| 6M | +90.3% | +25.6% | +64.7% | +76.0% |
| YTD | +149.6% | +42.9% | +106.8% | +122.3% |
| 1Y | +249.2% | +38.7% | +210.4% | +212.1% |
| 3Y | +445.9% | +61.8% | +384.1% | +338.2% |
| 5Y | +477.7% | +254.1% | +223.6% | +262.2% |
| All | +477.7% | +248.0% | +229.7% | +262.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 5y: compounded portfolio wealth divided by compounded FLR 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…
5y analysis · Full analysis span regression · 6 months rolling