+2,979.8%
ASX vs IRM
+2,644.1%
+335.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.0% | +5.5% | +6.0% |
| 7D | -19.9% | -8.6% | -11.3% | -16.4% |
| 30D | -30.9% | -8.0% | -22.9% | -27.8% |
| 3M | -15.1% | -12.0% | -3.1% | -9.7% |
| 6M | -6.5% | -18.2% | +11.7% | +2.4% |
| YTD | +98.4% | +31.4% | +67.1% | +81.3% |
| 1Y | +107.9% | +9.2% | +98.7% | +103.1% |
| 3Y | +325.3% | +94.6% | +230.7% | +227.8% |
| 5Y | +447.3% | +170.2% | +277.1% | +268.2% |
| 10Y | +763.2% | +464.3% | +298.9% | +315.1% |
| All | +2,979.8% | +2,644.1% | +335.7% | +608.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling