+85.6%
IREN vs RJF
+89.3%
-3.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.8% |
| 7D | +14.6% | -0.3% | +14.8% | +14.7% |
| 30D | +17.1% | -2.0% | +19.1% | +18.5% |
| 3M | -16.0% | +16.3% | -32.3% | -28.5% |
| 6M | +16.8% | +16.9% | -0.1% | -1.4% |
| YTD | +20.1% | +10.4% | +9.7% | +7.1% |
| 1Y | +50.3% | +7.4% | +42.9% | +36.4% |
| 3Y | +871.5% | +72.2% | +799.3% | +487.9% |
| All | +85.6% | +89.3% | -3.7% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling