+25.0%
FLEX vs ASX
+144.4%
-119.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -3.9% | -8.4% | -9.3% |
| 7D | -17.0% | -14.6% | -2.4% | -6.3% |
| 30D | -33.8% | -21.1% | -12.8% | -20.6% |
| 3M | -39.0% | -3.1% | -36.0% | -37.7% |
| 6M | -15.9% | +17.4% | -33.3% | -28.5% |
| YTD | +27.8% | +135.3% | -107.5% | -44.5% |
| 1Y | +25.0% | +146.5% | -121.5% | -48.7% |
| All | +25.0% | +144.4% | -119.5% | -48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling