+571.8%
ASX vs IOT
+61.2%
+510.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +6.3% | +2.8% | +3.5% | +5.7% |
| 30D | +6.4% | -1.8% | +8.2% | +6.6% |
| 3M | +13.1% | +17.9% | -4.7% | +8.3% |
| 6M | +90.3% | +13.5% | +76.7% | +81.5% |
| YTD | +149.6% | +13.3% | +136.4% | +135.8% |
| 1Y | +249.2% | -3.3% | +252.5% | +239.9% |
| 3Y | +445.9% | +31.3% | +414.6% | +371.8% |
| All | +571.8% | +61.2% | +510.6% | +386.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling