+271.9%
ASX vs IOT
-3.4%
+275.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.7% | +7.3% | +3.4% |
| 7D | +11.1% | +5.1% | +6.1% | +11.3% |
| 30D | +9.6% | -3.0% | +12.6% | +9.5% |
| 3M | +18.6% | +15.0% | +3.7% | +18.9% |
| 6M | +92.1% | +13.1% | +79.0% | +93.2% |
| YTD | +158.5% | +9.0% | +149.4% | +165.1% |
| 1Y | +271.9% | +0.1% | +271.8% | +292.3% |
| All | +271.9% | -3.4% | +275.3% | +292.3% |
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