+453.6%
ASX vs FRSH
-72.1%
+525.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +6.3% |
| 7D | +0.8% | -8.9% | +9.7% | +2.5% |
| 30D | -20.4% | -13.2% | -7.2% | -18.6% |
| 3M | -2.1% | +0.9% | -3.1% | -2.9% |
| 6M | +8.2% | +40.3% | -32.1% | -0.3% |
| YTD | +137.3% | -1.4% | +138.7% | +132.1% |
| 1Y | +155.0% | +3.8% | +151.2% | +146.4% |
| 3Y | +397.9% | -30.8% | +428.7% | +408.6% |
| 5Y | +529.2% | -68.5% | +597.8% | +537.0% |
| All | +453.6% | -72.1% | +525.7% | +461.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling