+670.7%
ADI vs ASX
+3,319.4%
-2,648.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.6% | -1.5% |
| 7D | -6.3% | -9.1% | +2.8% | -3.5% |
| 30D | -3.2% | -23.6% | +20.4% | +5.4% |
| 3M | +2.8% | -5.6% | +8.4% | +3.6% |
| 6M | -5.0% | +4.7% | -9.7% | -8.8% |
| YTD | +46.3% | +122.6% | -76.3% | +8.0% |
| 1Y | +71.6% | +133.0% | -61.4% | +24.7% |
| 3Y | +139.2% | +367.1% | -228.0% | +35.4% |
| 5Y | +136.4% | +504.7% | -368.3% | +22.1% |
| 10Y | +636.2% | +887.2% | -251.0% | +210.7% |
| All | +670.7% | +3,319.4% | -2,648.7% | +24.2% |
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 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