+612.4%
ADI vs ASX
+2,948.3%
-2,335.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.7% | -1.5% |
| 7D | -12.8% | -19.9% | +7.1% | -6.2% |
| 30D | -11.3% | -30.9% | +19.5% | -0.2% |
| 3M | -3.4% | -15.1% | +11.7% | +1.0% |
| 6M | -12.0% | -6.5% | -5.5% | -12.1% |
| YTD | +35.3% | +98.4% | -63.2% | +3.9% |
| 1Y | +58.1% | +107.9% | -49.8% | +19.4% |
| 3Y | +127.4% | +325.3% | -197.9% | +33.0% |
| 5Y | +114.6% | +447.3% | -332.7% | +14.6% |
| 10Y | +589.3% | +763.2% | -173.9% | +204.2% |
| All | +612.4% | +2,948.3% | -2,335.9% | +19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling