+486.9%
ADBE vs ASX
+3,544.9%
-3,058.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.6% | -6.2% | -1.3% |
| 7D | -4.4% | +0.8% | -5.2% | -5.6% |
| 30D | -0.2% | -20.4% | +20.2% | +3.6% |
| 3M | -9.9% | -2.1% | -7.8% | -12.3% |
| 6M | -3.5% | +8.2% | -11.7% | -12.4% |
| YTD | -32.1% | +137.3% | -169.4% | -51.6% |
| 1Y | -28.7% | +155.0% | -183.7% | -50.4% |
| 3Y | -60.2% | +397.9% | -458.2% | -78.2% |
| 5Y | -63.1% | +529.2% | -592.3% | -81.3% |
| 10Y | +129.2% | +1,007.5% | -878.3% | -7.3% |
| All | +486.9% | +3,544.9% | -3,058.0% | +29.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling