+261.1%
ASX vs FRMI
-77.3%
+338.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +11.5% | -5.4% | +4.7% |
| 7D | +6.3% | +23.3% | -17.0% | +3.7% |
| 30D | +6.4% | -7.6% | +14.0% | +6.8% |
| 3M | +13.1% | +0.2% | +13.0% | +12.0% |
| 6M | +90.3% | -28.7% | +119.0% | +92.4% |
| YTD | +149.6% | -28.6% | +178.3% | +152.2% |
| All | +261.1% | -77.3% | +338.4% | +285.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling