+985.8%
ASX vs IRM
+520.0%
+465.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.7% |
| 7D | +12.4% | +6.8% | +5.6% | +9.4% |
| 30D | -19.8% | +2.6% | -22.4% | -19.7% |
| 3M | -10.3% | -9.5% | -0.9% | -5.5% |
| 6M | +1.2% | -8.5% | +9.7% | +6.3% |
| YTD | +123.0% | +40.3% | +82.8% | +99.5% |
| 1Y | +145.4% | +28.7% | +116.8% | +126.4% |
| 3Y | +368.6% | +111.8% | +256.8% | +251.3% |
| 5Y | +486.0% | +189.1% | +296.9% | +290.7% |
| All | +985.8% | +520.0% | +465.8% | +434.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 10y: compounded portfolio wealth divided by compounded IRM 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…
10y analysis · Full analysis span regression · 6 months rolling