+483.5%
ASX vs FRSH
-72.6%
+556.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.7% | -3.2% |
| 7D | +6.5% | -11.2% | +17.6% | +8.5% |
| 30D | +3.1% | -0.8% | +4.0% | +2.9% |
| 3M | +17.4% | +26.4% | -9.0% | +11.2% |
| 6M | +85.4% | +48.4% | +37.1% | +68.8% |
| YTD | +150.1% | -3.1% | +153.2% | +146.0% |
| 1Y | +256.3% | -8.7% | +265.0% | +254.5% |
| 3Y | +446.9% | -45.8% | +492.7% | +488.6% |
| All | +483.5% | -72.6% | +556.0% | +495.0% |
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