+107.9%
ASX vs FN
-33.3%
+141.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +11.7% | -5.2% | +1.2% |
| 7D | -19.9% | 0.0% | -19.9% | -19.7% |
| 30D | -30.9% | -34.3% | +3.4% | -17.9% |
| 3M | -15.1% | -39.9% | +24.8% | +3.2% |
| 6M | -6.5% | -51.8% | +45.4% | +21.2% |
| YTD | +98.4% | -28.1% | +126.6% | +124.2% |
| 1Y | +107.9% | -29.1% | +136.9% | +135.8% |
| All | +107.9% | -33.3% | +141.2% | +135.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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