+105.0%
FAST vs ASX
+414.3%
-309.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -20.8% | +20.2% | +2.3% |
| 7D | +0.7% | -33.3% | +34.0% | +6.1% |
| 30D | +4.6% | -36.5% | +41.1% | +10.8% |
| 3M | +6.4% | -19.2% | +25.6% | +8.2% |
| 6M | +20.6% | -10.2% | +30.8% | +18.6% |
| YTD | +34.7% | +86.5% | -51.8% | +13.9% |
| 1Y | +29.7% | +89.6% | -60.0% | +9.2% |
| 3Y | +89.9% | +298.6% | -208.7% | +28.1% |
| 5Y | +105.0% | +414.3% | -309.3% | +24.6% |
| All | +105.0% | +414.3% | -309.3% | +24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling