+548.6%
FAST vs ASX
+999.3%
-450.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.6% | -5.4% | 0.0% |
| 7D | +4.3% | +0.8% | +3.5% | +3.5% |
| 30D | +8.3% | -20.4% | +28.7% | +11.8% |
| 3M | +6.5% | -2.1% | +8.6% | +5.2% |
| 6M | +29.5% | +8.2% | +21.3% | +23.1% |
| YTD | +41.3% | +137.3% | -96.0% | +12.2% |
| 1Y | +37.4% | +155.0% | -117.6% | +7.2% |
| 3Y | +98.5% | +397.9% | -299.4% | +27.2% |
| 5Y | +111.1% | +529.2% | -418.1% | +23.9% |
| 10Y | +548.6% | +1,007.5% | -458.9% | +218.7% |
| All | +548.6% | +999.3% | -450.7% | +218.7% |
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