+2,098.3%
FTNT vs ASX
+973.8%
+1,124.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -1.3% |
| 7D | +1.7% | +11.1% | -9.4% | -1.7% |
| 30D | -4.3% | +9.6% | -13.9% | -7.2% |
| 3M | +13.6% | +18.6% | -5.0% | +5.1% |
| 6M | +87.6% | +92.1% | -4.5% | +43.9% |
| YTD | +98.0% | +158.5% | -60.5% | +35.3% |
| 1Y | +96.9% | +271.9% | -175.0% | +16.8% |
| 3Y | +145.4% | +465.2% | -319.9% | +18.2% |
| 5Y | +153.0% | +479.4% | -326.4% | +16.1% |
| 10Y | +2,098.3% | +992.0% | +1,106.3% | +591.0% |
| All | +2,098.3% | +973.8% | +1,124.5% | +591.0% |
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