+155.0%
ASX vs IRE
-97.4%
+252.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +12.1% | -5.5% | +4.9% |
| 7D | +0.8% | -15.1% | +16.0% | +2.1% |
| 30D | -20.4% | -71.4% | +50.9% | -9.7% |
| 3M | -2.1% | -81.2% | +79.0% | +14.7% |
| 6M | +8.2% | -93.7% | +102.0% | +33.5% |
| YTD | +137.3% | -92.2% | +229.5% | +175.3% |
| 1Y | +155.0% | -97.3% | +252.3% | +201.0% |
| All | +155.0% | -97.4% | +252.4% | +201.0% |
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