+105.3%
FAST vs ASX
+431.2%
-325.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.3% | -0.7% |
| 7D | +2.1% | -19.9% | +22.0% | +4.9% |
| 30D | +6.9% | -30.9% | +37.8% | +11.8% |
| 3M | +4.8% | -15.1% | +19.9% | +5.9% |
| 6M | +19.8% | -6.5% | +26.2% | +17.2% |
| YTD | +34.9% | +98.4% | -63.5% | +13.0% |
| 1Y | +32.8% | +107.9% | -75.1% | +10.0% |
| 3Y | +93.7% | +325.3% | -231.5% | +29.0% |
| All | +105.3% | +431.2% | -325.9% | +24.1% |
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