+136.7%
ASX vs IRE
-98.0%
+234.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -33.9% | +13.2% | -16.2% |
| 7D | -33.3% | -57.1% | +23.9% | -26.2% |
| 30D | -36.5% | -84.4% | +48.0% | -22.1% |
| 3M | -19.2% | -85.0% | +65.8% | -2.0% |
| 6M | -10.2% | -95.2% | +85.0% | +14.7% |
| YTD | +86.5% | -93.9% | +180.4% | +123.7% |
| 1Y | +89.6% | -98.8% | +188.5% | +150.5% |
| All | +136.7% | -98.0% | +234.8% | +195.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling