+254.4%
FLEX vs ASX
+3,515.0%
-3,260.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -0.9% | -0.7% | -0.2% | -0.6% |
| 30D | -10.1% | +2.0% | -12.1% | -10.8% |
| 3M | -31.3% | -1.3% | -30.0% | -31.0% |
| 6M | +71.3% | +71.4% | -0.2% | +36.2% |
| YTD | +81.2% | +135.3% | -54.1% | +25.8% |
| 1Y | +98.5% | +267.5% | -169.0% | +13.5% |
| 3Y | +428.2% | +388.5% | +39.8% | +165.9% |
| 5Y | +657.3% | +417.1% | +240.2% | +259.8% |
| 10Y | +995.9% | +872.7% | +123.2% | +272.2% |
| All | +254.4% | +3,515.0% | -3,260.6% | -59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling