+415.3%
ASX vs FLR
+93.7%
+321.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.3% | +3.1% | +5.2% |
| 7D | -19.9% | -0.8% | -19.1% | -19.3% |
| 30D | -30.9% | -9.1% | -21.8% | -28.1% |
| 3M | -15.1% | -4.7% | -10.4% | -13.8% |
| 6M | -6.5% | -14.2% | +7.8% | -1.7% |
| YTD | +98.4% | +17.3% | +81.2% | +89.6% |
| 1Y | +107.9% | +4.3% | +103.6% | +105.2% |
| 3Y | +325.3% | +30.7% | +294.5% | +266.9% |
| All | +415.3% | +93.7% | +321.7% | +291.3% |
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