+1,007.5%
ASX vs IRM
+514.0%
+493.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +6.0% |
| 7D | +0.8% | -5.3% | +6.1% | +4.1% |
| 30D | -20.4% | -2.3% | -18.1% | -18.7% |
| 3M | -2.1% | -7.4% | +5.3% | +2.3% |
| 6M | +8.2% | -12.2% | +20.4% | +15.5% |
| YTD | +137.3% | +38.6% | +98.6% | +113.4% |
| 1Y | +155.0% | +14.9% | +140.1% | +145.3% |
| 3Y | +397.9% | +108.2% | +289.8% | +276.1% |
| 5Y | +529.2% | +183.8% | +345.4% | +322.8% |
| 10Y | +1,007.5% | +512.6% | +494.9% | +447.2% |
| All | +1,007.5% | +514.0% | +493.5% | +447.2% |
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