+3,361.5%
ASX vs IFF
+682.5%
+2,679.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.4% |
| 7D | +12.4% | -1.8% | +14.2% | +13.3% |
| 30D | -19.8% | -9.4% | -10.4% | -16.8% |
| 3M | -10.3% | -3.0% | -7.3% | -9.9% |
| 6M | +1.2% | +5.8% | -4.6% | -2.9% |
| YTD | +123.0% | +22.4% | +100.7% | +97.6% |
| 1Y | +145.4% | +23.0% | +122.4% | +116.3% |
| 3Y | +368.6% | +21.8% | +346.9% | +304.1% |
| 5Y | +486.0% | -39.2% | +525.3% | +570.3% |
| 10Y | +941.0% | -12.4% | +953.4% | +824.0% |
| All | +3,361.5% | +682.5% | +2,679.0% | +1,192.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling