+482.5%
ASX vs FRSH
-72.0%
+554.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.9% | +11.0% | +6.9% |
| 7D | +6.3% | -10.1% | +16.4% | +8.1% |
| 30D | +6.4% | +2.2% | +4.2% | +5.7% |
| 3M | +13.1% | +28.6% | -15.4% | +6.9% |
| 6M | +90.3% | +40.2% | +50.1% | +75.2% |
| YTD | +149.6% | -1.2% | +150.9% | +144.8% |
| 1Y | +249.2% | -7.9% | +257.1% | +247.1% |
| 3Y | +445.9% | -44.7% | +490.6% | +485.7% |
| All | +482.5% | -72.0% | +554.5% | +492.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling