+398.5%
ASX vs IFF
+24.4%
+374.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.2% | +6.7% |
| 7D | +0.8% | -5.7% | +6.6% | +2.2% |
| 30D | -20.4% | -2.7% | -17.7% | -20.3% |
| 3M | -2.1% | -2.3% | +0.2% | -2.2% |
| 6M | +8.2% | +6.0% | +2.2% | +5.0% |
| YTD | +137.3% | +24.6% | +112.7% | +116.8% |
| 1Y | +155.0% | +29.4% | +125.6% | +129.4% |
| All | +398.5% | +24.4% | +374.1% | +323.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling