+614.8%
FLEX vs ASX
+962.9%
-348.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -2.9% |
| 7D | +7.5% | +12.4% | -4.9% | +0.9% |
| 30D | -25.3% | -19.8% | -5.5% | -15.9% |
| 3M | -39.7% | -10.3% | -29.4% | -36.0% |
| 6M | -47.9% | +1.2% | -49.1% | -48.4% |
| YTD | +24.1% | +123.0% | -98.9% | -16.6% |
| 1Y | +26.0% | +145.4% | -119.5% | -19.0% |
| 3Y | +282.7% | +368.6% | -85.9% | +77.9% |
| 5Y | +424.2% | +486.0% | -61.8% | +112.6% |
| All | +614.8% | +962.9% | -348.1% | +93.9% |
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