+145.4%
ASX vs IRE
-97.6%
+243.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -14.4% | +12.3% | 0.0% |
| 7D | +12.4% | -31.8% | +44.2% | +17.9% |
| 30D | -19.8% | -71.8% | +51.9% | -8.1% |
| 3M | -10.3% | -88.9% | +78.6% | +12.3% |
| 6M | +1.2% | -95.4% | +96.6% | +29.9% |
| YTD | +123.0% | -94.2% | +217.3% | +170.4% |
| 1Y | +145.4% | -97.1% | +242.5% | +199.7% |
| All | +145.4% | -97.6% | +243.0% | +199.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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