+445.9%
ASX vs IJR
+54.5%
+391.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.9% |
| 7D | +6.3% | +0.9% | +5.4% | +5.2% |
| 30D | +6.4% | -3.1% | +9.6% | +10.0% |
| 3M | +13.1% | +4.4% | +8.7% | +9.5% |
| 6M | +90.3% | +16.1% | +74.2% | +68.4% |
| YTD | +149.6% | +20.6% | +129.0% | +113.5% |
| 1Y | +249.2% | +22.9% | +226.3% | +193.2% |
| 3Y | +445.9% | +55.2% | +390.7% | +279.3% |
| All | +445.9% | +54.5% | +391.4% | +279.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling