+1,007.5%
ASX vs IAG
+370.6%
+636.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.4% | +9.0% | +6.9% |
| 7D | +0.8% | +3.4% | -2.6% | +0.4% |
| 30D | -20.4% | -2.7% | -17.7% | -20.2% |
| 3M | -2.1% | -0.5% | -1.7% | -2.2% |
| 6M | +8.2% | -4.8% | +13.1% | +8.3% |
| YTD | +137.3% | +9.6% | +127.7% | +132.5% |
| 1Y | +155.0% | +32.2% | +122.8% | +144.8% |
| 3Y | +397.9% | +692.5% | -294.6% | +291.5% |
| 5Y | +529.2% | +447.6% | +81.7% | +393.4% |
| 10Y | +1,007.5% | +403.3% | +604.2% | +739.1% |
| All | +1,007.5% | +370.6% | +636.9% | +739.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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