+267.5%
ASX vs FTI
+108.8%
+158.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -0.7% | +5.3% | -6.0% | -2.4% |
| 30D | +2.0% | +15.3% | -13.3% | -2.3% |
| 3M | -1.3% | +15.8% | -17.1% | -5.9% |
| 6M | +71.4% | +22.6% | +48.9% | +57.8% |
| YTD | +135.3% | +79.5% | +55.8% | +95.2% |
| 1Y | +267.5% | +102.0% | +165.5% | +192.4% |
| All | +267.5% | +108.8% | +158.7% | +192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 1y: compounded portfolio wealth divided by compounded FTI 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…
1y analysis · Full analysis span regression · 6 months rolling