+1,008.4%
ASX vs FTI
+183.5%
+824.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.9% |
| 7D | +22.1% | +5.4% | +16.7% | +20.7% |
| 30D | -23.8% | -8.2% | -15.6% | -22.0% |
| 3M | -7.6% | -13.7% | +6.1% | -4.2% |
| 6M | +6.9% | -11.2% | +18.1% | +9.8% |
| YTD | +127.7% | +46.0% | +81.7% | +108.6% |
| 1Y | +144.5% | +51.8% | +92.7% | +121.9% |
| 3Y | +377.8% | +206.7% | +171.1% | +265.7% |
| 5Y | +498.2% | +862.0% | -363.8% | +245.8% |
| All | +1,008.4% | +183.5% | +824.9% | +599.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling