+141.2%
ADI vs ASX
+472.4%
-331.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.1% | -5.8% | -2.8% |
| 7D | +2.4% | +6.3% | -3.9% | -0.8% |
| 30D | -6.6% | +6.4% | -13.0% | -9.9% |
| 3M | -9.8% | +13.1% | -22.9% | -17.2% |
| 6M | +15.7% | +90.3% | -74.6% | -20.7% |
| YTD | +35.1% | +149.6% | -114.5% | -20.8% |
| 1Y | +47.7% | +249.2% | -201.5% | -29.1% |
| 3Y | +114.5% | +445.9% | -331.4% | -23.9% |
| 5Y | +141.2% | +477.7% | -336.5% | -21.7% |
| All | +141.2% | +472.4% | -331.2% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling