+127.4%
ADI vs ASX
+324.2%
-196.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.7% | -2.3% |
| 7D | -12.8% | -19.9% | +7.1% | -3.8% |
| 30D | -11.3% | -30.9% | +19.5% | +4.0% |
| 3M | -3.4% | -15.1% | +11.7% | +2.1% |
| 6M | -12.0% | -6.5% | -5.5% | -13.4% |
| YTD | +35.3% | +98.4% | -63.2% | -10.6% |
| 1Y | +58.1% | +107.9% | -49.8% | +1.7% |
| 3Y | +127.4% | +325.3% | -197.9% | -11.2% |
| All | +127.4% | +324.2% | -196.9% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling