+146.5%
ASX vs IFF
+44.8%
+101.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.9% | +0.9% | -3.6% |
| 7D | -14.6% | -3.3% | -11.3% | -14.4% |
| 30D | -21.1% | +5.3% | -26.4% | -21.8% |
| 3M | -3.1% | +8.9% | -12.0% | -4.7% |
| 6M | +17.4% | +26.3% | -9.0% | +12.0% |
| YTD | +135.3% | +32.2% | +103.1% | +125.4% |
| 1Y | +146.5% | +45.8% | +100.8% | +135.5% |
| All | +146.5% | +44.8% | +101.7% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 1y: compounded portfolio wealth divided by compounded IFF 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…
1y analysis · Full analysis span regression · 6 months rolling