+316.1%
ADP vs ASX
+878.5%
-562.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.3% | -2.1% | +0.7% |
| 7D | +3.2% | -9.1% | +12.3% | +3.9% |
| 30D | +12.8% | -23.6% | +36.3% | +15.5% |
| 3M | +12.3% | -5.6% | +17.9% | +11.3% |
| 6M | +45.4% | +4.7% | +40.7% | +38.3% |
| YTD | +21.4% | +122.6% | -101.2% | -1.3% |
| 1Y | +23.7% | +133.0% | -109.3% | -0.5% |
| 3Y | +43.6% | +367.1% | -323.5% | -5.6% |
| 5Y | +48.7% | +504.7% | -456.0% | -11.1% |
| 10Y | +316.1% | +887.2% | -571.1% | +101.2% |
| All | +316.1% | +878.5% | -562.4% | +101.2% |
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