+112.7%
ADI vs ASX
+403.7%
-291.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +0.4% | -0.7% | +1.1% | +0.7% |
| 30D | -3.8% | +2.0% | -5.8% | -5.0% |
| 3M | -15.3% | -1.3% | -13.9% | -16.4% |
| 6M | +6.7% | +71.4% | -64.7% | -21.3% |
| YTD | +34.8% | +135.3% | -100.6% | -16.5% |
| 1Y | +49.0% | +267.5% | -218.5% | -29.1% |
| All | +112.7% | +403.7% | -291.0% | -22.6% |
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