+575.3%
FAST vs ASX
+754.3%
-178.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.3% | -1.0% |
| 7D | +2.1% | -19.9% | +22.0% | +5.6% |
| 30D | +6.9% | -30.9% | +37.8% | +13.1% |
| 3M | +4.8% | -15.1% | +19.9% | +6.2% |
| 6M | +19.8% | -6.5% | +26.2% | +16.9% |
| YTD | +34.9% | +98.4% | -63.5% | +10.9% |
| 1Y | +32.8% | +107.9% | -75.1% | +7.9% |
| 3Y | +93.7% | +325.3% | -231.5% | +28.0% |
| 5Y | +105.3% | +447.3% | -342.0% | +23.8% |
| All | +575.3% | +754.3% | -178.9% | +243.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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