+256.3%
ASX vs IJR
+21.3%
+235.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.0% |
| 7D | +6.5% | -2.3% | +8.8% | +10.0% |
| 30D | +3.1% | -4.7% | +7.8% | +10.6% |
| 3M | +17.4% | +2.1% | +15.2% | +16.4% |
| 6M | +85.4% | +13.9% | +71.6% | +67.7% |
| YTD | +150.1% | +18.2% | +131.8% | +120.6% |
| 1Y | +256.3% | +21.8% | +234.5% | +207.4% |
| All | +256.3% | +21.3% | +235.0% | +207.4% |
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