+71.0%
IREN vs RJF
+7.8%
+63.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.6% | +8.8% | +8.1% |
| 7D | +26.0% | -0.6% | +26.6% | +26.3% |
| 30D | +14.9% | -1.3% | +16.1% | +15.3% |
| 3M | -27.8% | +18.9% | -46.7% | -36.2% |
| 6M | +1.9% | +15.0% | -13.1% | -7.4% |
| YTD | +18.3% | +12.2% | +6.1% | +10.2% |
| 1Y | +71.0% | +5.6% | +65.4% | +53.7% |
| All | +71.0% | +7.8% | +63.2% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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