+500.2%
ASX vs IOT
+66.1%
+434.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +12.4% | +0.9% | +11.5% | +12.3% |
| 30D | -19.8% | +1.4% | -21.2% | -20.0% |
| 3M | -10.3% | +0.5% | -10.9% | -10.9% |
| 6M | +1.2% | +50.3% | -49.1% | -8.5% |
| YTD | +123.0% | +16.7% | +106.4% | +108.7% |
| 1Y | +145.4% | +6.8% | +138.6% | +133.5% |
| 3Y | +368.6% | +75.5% | +293.1% | +280.7% |
| All | +500.2% | +66.1% | +434.1% | +331.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling