+3,552.3%
ASX vs IJR
+1,002.8%
+2,549.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | -0.1% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | +2.0% | -2.4% | +4.4% | +4.1% |
| 3M | -1.3% | +3.9% | -5.3% | -3.5% |
| 6M | +71.4% | +12.4% | +59.0% | +58.0% |
| YTD | +135.3% | +21.5% | +113.8% | +103.3% |
| 1Y | +267.5% | +24.0% | +243.5% | +211.7% |
| 3Y | +388.5% | +49.7% | +338.8% | +254.5% |
| 5Y | +417.1% | +39.7% | +377.4% | +300.8% |
| 10Y | +872.7% | +169.0% | +703.7% | +318.7% |
| All | +3,552.3% | +1,002.8% | +2,549.5% | +300.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling