+392.6%
ASX vs IRM
+103.0%
+289.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.6% |
| 7D | -0.7% | -0.5% | -0.3% | -0.5% |
| 30D | +2.0% | -8.1% | +10.1% | +6.1% |
| 3M | -1.3% | -9.7% | +8.3% | +3.4% |
| 6M | +71.4% | +10.0% | +61.4% | +65.3% |
| YTD | +135.3% | +43.0% | +92.3% | +103.6% |
| 1Y | +267.5% | +32.7% | +234.8% | +225.5% |
| All | +392.6% | +103.0% | +289.6% | +209.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling