+319.9%
ADP vs ASX
+962.9%
-643.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.9% |
| 7D | +2.2% | +12.4% | -10.2% | +0.7% |
| 30D | +10.6% | -19.8% | +30.4% | +12.5% |
| 3M | +12.9% | -10.3% | +23.2% | +12.7% |
| 6M | +50.6% | +1.2% | +49.4% | +44.2% |
| YTD | +23.2% | +123.0% | -99.8% | 0.0% |
| 1Y | +25.3% | +145.4% | -120.2% | -0.4% |
| 3Y | +47.1% | +368.6% | -321.5% | -3.5% |
| 5Y | +50.1% | +486.0% | -436.0% | -9.8% |
| All | +319.9% | +962.9% | -643.0% | +100.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling