+1,910.4%
FTNT vs ASX
+999.3%
+911.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.6% | -2.9% | +1.7% |
| 7D | -1.0% | +0.8% | -1.8% | -2.0% |
| 30D | -33.6% | -20.4% | -13.2% | -29.9% |
| 3M | -20.9% | -2.1% | -18.7% | -22.3% |
| 6M | +11.0% | +8.2% | +2.8% | +2.1% |
| YTD | +61.3% | +137.3% | -76.0% | +10.4% |
| 1Y | +53.1% | +155.0% | -101.9% | +1.8% |
| 3Y | +152.1% | +397.9% | -245.9% | +23.4% |
| 5Y | +90.1% | +529.2% | -439.1% | -17.5% |
| 10Y | +1,910.4% | +1,007.5% | +902.8% | +519.8% |
| All | +1,910.4% | +999.3% | +911.1% | +519.8% |
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