+229.3%
ASX vs FRMI
-91.8%
+321.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +13.8% | -17.9% | -6.2% |
| 7D | +22.1% | +34.6% | -12.5% | +16.0% |
| 30D | -23.8% | -44.6% | +20.9% | -18.1% |
| 3M | -7.6% | -72.9% | +65.3% | +7.4% |
| 6M | +6.9% | -62.3% | +69.3% | +18.9% |
| YTD | +127.7% | -74.3% | +201.9% | +159.7% |
| 1Y | +144.5% | -90.5% | +235.1% | +194.0% |
| All | +229.3% | -91.8% | +321.1% | +296.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 10y: compounded portfolio wealth divided by compounded FRMI 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…
10y analysis · Full analysis span regression · 6 months rolling