+249.2%
ASX vs FTI
+102.0%
+147.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.1% | +8.2% | +6.7% |
| 7D | +6.3% | -0.2% | +6.5% | +6.3% |
| 30D | +6.4% | +12.3% | -5.9% | +2.7% |
| 3M | +13.1% | +13.8% | -0.6% | +8.4% |
| 6M | +90.3% | +24.3% | +66.0% | +73.8% |
| YTD | +149.6% | +75.8% | +73.9% | +108.8% |
| 1Y | +249.2% | +99.6% | +149.5% | +178.4% |
| All | +249.2% | +102.0% | +147.2% | +178.4% |
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