+146.5%
ASX vs IJR
+24.2%
+122.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.3% | -6.1% |
| 7D | -14.6% | +2.3% | -16.9% | -17.6% |
| 30D | -21.1% | +2.8% | -23.9% | -24.4% |
| 3M | -3.1% | -4.6% | +1.6% | +5.2% |
| 6M | +17.4% | +5.7% | +11.7% | +11.9% |
| YTD | +135.3% | +19.9% | +115.4% | +98.3% |
| 1Y | +146.5% | +24.2% | +122.3% | +102.6% |
| All | +146.5% | +24.2% | +122.3% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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