+913.4%
ASX vs FTI
+304.2%
+609.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.1% | +8.2% | +6.6% |
| 7D | +6.3% | -0.2% | +6.5% | +6.3% |
| 30D | +6.4% | +12.3% | -5.9% | +3.6% |
| 3M | +13.1% | +13.8% | -0.6% | +9.6% |
| 6M | +90.3% | +24.3% | +66.0% | +80.2% |
| YTD | +149.6% | +75.8% | +73.9% | +118.8% |
| 1Y | +249.2% | +99.6% | +149.5% | +196.7% |
| 3Y | +445.9% | +278.4% | +167.5% | +297.1% |
| 5Y | +477.7% | +1,168.7% | -691.0% | +212.6% |
| 10Y | +913.4% | +297.5% | +615.9% | +477.8% |
| All | +913.4% | +304.2% | +609.1% | +477.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling