+156.4%
ADBE vs ASX
+973.8%
-817.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.5% | -1.8% |
| 7D | -8.9% | +11.1% | -20.0% | -11.4% |
| 30D | -6.6% | +9.6% | -16.2% | -9.2% |
| 3M | +7.1% | +18.6% | -11.5% | -1.2% |
| 6M | -9.8% | +92.1% | -101.9% | -30.2% |
| YTD | -27.2% | +158.5% | -185.7% | -49.7% |
| 1Y | -28.0% | +271.9% | -299.9% | -56.8% |
| 3Y | -54.5% | +465.2% | -519.8% | -77.8% |
| 5Y | -61.5% | +479.4% | -540.9% | -82.0% |
| 10Y | +156.4% | +992.0% | -835.5% | -12.7% |
| All | +156.4% | +973.8% | -817.3% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling