+249.2%
ASX vs IRM
+31.5%
+217.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.7% | +6.4% |
| 7D | +6.3% | +1.6% | +4.7% | +5.3% |
| 30D | +6.4% | -4.2% | +10.6% | +9.1% |
| 3M | +13.1% | -5.4% | +18.5% | +16.2% |
| 6M | +90.3% | +12.0% | +78.3% | +83.8% |
| YTD | +149.6% | +42.0% | +107.6% | +124.5% |
| 1Y | +249.2% | +29.9% | +219.3% | +221.4% |
| All | +249.2% | +31.5% | +217.7% | +221.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling