+273.9%
ASX vs FRMI
-78.0%
+351.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.7% | +3.9% |
| 7D | +11.1% | +15.9% | -4.8% | +9.2% |
| 30D | +9.6% | -6.0% | +15.6% | +9.8% |
| 3M | +18.6% | -1.6% | +20.2% | +17.7% |
| 6M | +92.1% | -30.7% | +122.8% | +94.9% |
| YTD | +158.5% | -30.9% | +189.3% | +162.1% |
| All | +273.9% | -78.0% | +351.9% | +300.6% |
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