+281.8%
ADP vs ASX
+856.9%
-575.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | -3.4% | -0.7% | -2.7% | -3.3% |
| 30D | +2.8% | +2.0% | +0.8% | +2.3% |
| 3M | +20.9% | -1.3% | +22.3% | +19.0% |
| 6M | +29.9% | +71.4% | -41.6% | +14.0% |
| YTD | +9.6% | +135.3% | -125.7% | -10.2% |
| 1Y | -5.3% | +267.5% | -272.7% | -30.1% |
| 3Y | +16.5% | +388.5% | -372.0% | -22.9% |
| 5Y | +49.4% | +417.1% | -367.7% | -5.7% |
| All | +281.8% | +856.9% | -575.1% | +89.2% |
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 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