+416.7%
FLEX vs ASX
+431.2%
-14.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.4% | -1.9% | +0.6% |
| 7D | -19.3% | -19.9% | +0.6% | -7.7% |
| 30D | -41.5% | -30.9% | -10.7% | -26.6% |
| 3M | -43.1% | -15.1% | -28.0% | -37.2% |
| 6M | -48.2% | -6.5% | -41.7% | -46.6% |
| YTD | +15.5% | +98.4% | -83.0% | -21.7% |
| 1Y | +10.2% | +107.9% | -97.6% | -27.0% |
| 3Y | +256.8% | +325.3% | -68.5% | +57.0% |
| All | +416.7% | +431.2% | -14.5% | +95.6% |
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