+48.9%
ADI vs ASX
+275.6%
-226.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | -0.9% |
| 7D | +2.6% | +11.1% | -8.5% | -1.7% |
| 30D | -4.6% | +9.6% | -14.2% | -8.3% |
| 3M | -9.5% | +18.6% | -28.1% | -16.2% |
| 6M | +14.8% | +92.1% | -77.3% | -10.6% |
| YTD | +35.8% | +158.5% | -122.7% | -3.4% |
| 1Y | +48.9% | +271.9% | -223.0% | -7.2% |
| All | +48.9% | +275.6% | -226.6% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling