+636.4%
ADI vs ASX
+973.8%
-337.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | -1.1% |
| 7D | +2.6% | +11.1% | -8.5% | -2.5% |
| 30D | -4.6% | +9.6% | -14.2% | -9.0% |
| 3M | -9.5% | +18.6% | -28.1% | -18.1% |
| 6M | +14.8% | +92.1% | -77.3% | -18.4% |
| YTD | +35.8% | +158.5% | -122.7% | -17.0% |
| 1Y | +48.9% | +271.9% | -223.0% | -24.5% |
| 3Y | +115.6% | +465.2% | -349.7% | -13.1% |
| 5Y | +135.1% | +479.4% | -344.3% | -9.6% |
| 10Y | +636.4% | +992.0% | -355.5% | +91.2% |
| All | +636.4% | +973.8% | -337.3% | +91.2% |
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