+146.5%
ASX vs IOT
+8.2%
+138.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.1% | -8.1% | -3.6% |
| 7D | -14.6% | -0.5% | -14.1% | -14.6% |
| 30D | -21.1% | +1.0% | -22.1% | -20.9% |
| 3M | -3.1% | +10.9% | -14.0% | -1.7% |
| 6M | +17.4% | +39.9% | -22.5% | +19.9% |
| YTD | +135.3% | +20.8% | +114.6% | +145.5% |
| 1Y | +146.5% | +10.6% | +135.9% | +159.6% |
| All | +146.5% | +8.2% | +138.3% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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