+431.2%
ASX vs FRSH
-70.7%
+501.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.9% | -8.9% | -4.8% |
| 7D | +22.1% | -0.2% | +22.3% | +22.0% |
| 30D | -23.8% | -8.8% | -14.9% | -22.6% |
| 3M | -7.6% | +8.8% | -16.4% | -9.5% |
| 6M | +6.9% | +49.1% | -42.1% | -2.6% |
| YTD | +127.7% | +3.4% | +124.2% | +120.9% |
| 1Y | +144.5% | +8.8% | +135.7% | +134.3% |
| 3Y | +377.8% | -27.4% | +405.2% | +383.9% |
| 5Y | +498.2% | -66.4% | +564.6% | +499.3% |
| All | +431.2% | -70.7% | +501.9% | +434.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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