+913.4%
ASX vs IAG
+371.0%
+542.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.3% |
| 7D | +6.3% | +4.3% | +2.1% | +5.7% |
| 30D | +6.4% | +9.8% | -3.4% | +5.1% |
| 3M | +13.1% | +28.9% | -15.8% | +9.5% |
| 6M | +90.3% | -7.6% | +97.9% | +90.3% |
| YTD | +149.6% | +22.0% | +127.7% | +141.7% |
| 1Y | +249.2% | +99.5% | +149.7% | +220.7% |
| 3Y | +445.9% | +818.3% | -372.4% | +322.0% |
| 5Y | +477.7% | +785.9% | -308.2% | +332.0% |
| 10Y | +913.4% | +381.1% | +532.3% | +656.6% |
| All | +913.4% | +371.0% | +542.4% | +656.6% |
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