+640.4%
FLEX vs ASX
+849.3%
-208.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.6% | +3.4% | +7.3% |
| 7D | -7.2% | -12.3% | +5.1% | -0.3% |
| 30D | -34.8% | -26.0% | -8.8% | -23.2% |
| 3M | -35.6% | -8.1% | -27.5% | -32.4% |
| 6M | -45.0% | +1.4% | -46.4% | -45.5% |
| YTD | +29.4% | +115.6% | -86.2% | -11.1% |
| 1Y | +24.8% | +128.0% | -103.2% | -16.4% |
| 3Y | +304.4% | +371.4% | -67.0% | +88.9% |
| 5Y | +484.1% | +469.4% | +14.7% | +142.0% |
| 10Y | +640.4% | +842.6% | -202.2% | +112.8% |
| All | +640.4% | +849.3% | -208.9% | +112.8% |
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