+211.8%
ASX vs FRMI
-93.4%
+305.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.7% | +2.9% | +7.7% |
| 7D | -12.3% | -24.7% | +12.4% | -8.3% |
| 30D | -26.0% | -51.6% | +25.6% | -18.3% |
| 3M | -8.1% | -73.1% | +65.0% | +8.2% |
| 6M | +1.4% | -68.3% | +69.6% | +16.7% |
| YTD | +115.6% | -79.3% | +194.8% | +155.6% |
| 1Y | +128.0% | -93.2% | +221.2% | +185.9% |
| All | +211.8% | -93.4% | +305.2% | +290.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling