-59.8%
ADBE vs ASX
+439.6%
-499.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.8% |
| 7D | -8.6% | -0.7% | -7.9% | -8.5% |
| 30D | +2.8% | +2.0% | +0.8% | +2.1% |
| 3M | +3.1% | -1.3% | +4.5% | +0.5% |
| 6M | -2.4% | +71.4% | -73.9% | -21.6% |
| YTD | -23.9% | +135.3% | -159.2% | -45.9% |
| 1Y | -22.6% | +267.5% | -290.1% | -54.4% |
| 3Y | -52.7% | +388.5% | -441.2% | -77.2% |
| All | -59.8% | +439.6% | -499.4% | -83.1% |
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