+479.4%
ASX vs IJR
+39.8%
+439.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +4.7% |
| 7D | +11.1% | -1.1% | +12.2% | +12.3% |
| 30D | +9.6% | -3.6% | +13.2% | +13.9% |
| 3M | +18.6% | +2.3% | +16.3% | +16.9% |
| 6M | +92.1% | +14.3% | +77.8% | +71.2% |
| YTD | +158.5% | +19.3% | +139.2% | +121.0% |
| 1Y | +271.9% | +22.6% | +249.3% | +208.7% |
| 3Y | +465.2% | +53.5% | +411.7% | +269.5% |
| 5Y | +479.4% | +39.9% | +439.5% | +317.0% |
| All | +479.4% | +39.8% | +439.6% | +317.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling