-64.2%
ADBE vs ASX
+419.4%
-483.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.4% | -9.3% | -3.9% |
| 7D | -4.4% | -19.9% | +15.6% | -1.5% |
| 30D | +2.8% | -30.9% | +33.7% | +7.8% |
| 3M | -8.0% | -15.1% | +7.0% | -7.9% |
| 6M | -4.3% | -6.5% | +2.1% | -10.6% |
| YTD | -31.6% | +98.4% | -130.1% | -51.4% |
| 1Y | -26.9% | +107.9% | -134.8% | -49.1% |
| 3Y | -57.7% | +325.3% | -383.0% | -80.2% |
| All | -64.2% | +419.4% | -483.5% | -85.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling