+144.5%
ASX vs IJR
+19.0%
+125.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -1.8% |
| 7D | +22.1% | +2.3% | +19.8% | +17.4% |
| 30D | -23.8% | +2.2% | -26.0% | -24.9% |
| 3M | -7.6% | -5.3% | -2.3% | +3.4% |
| 6M | +6.9% | +4.3% | +2.7% | +6.4% |
| YTD | +127.7% | +18.0% | +109.7% | +101.9% |
| 1Y | +144.5% | +19.2% | +125.3% | +116.2% |
| All | +144.5% | +19.0% | +125.5% | +116.2% |
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