+640.7%
ADI vs ASX
+985.1%
-344.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | +2.0% |
| 7D | +13.4% | +22.1% | -8.7% | +3.0% |
| 30D | -1.3% | -23.8% | +22.5% | +10.5% |
| 3M | +6.8% | -7.6% | +14.4% | +8.4% |
| 6M | -1.9% | +6.9% | -8.8% | -9.2% |
| YTD | +52.3% | +127.7% | -75.4% | -3.3% |
| 1Y | +71.6% | +144.5% | -72.9% | +5.2% |
| 3Y | +148.9% | +377.8% | -228.9% | +6.1% |
| 5Y | +140.8% | +498.2% | -357.4% | -10.0% |
| All | +640.7% | +985.1% | -344.4% | +82.0% |
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