+313.7%
ADP vs ASX
+849.3%
-535.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.6% | -9.1% | -1.4% |
| 7D | +1.1% | -12.3% | +13.4% | +2.2% |
| 30D | +11.5% | -26.0% | +37.5% | +14.6% |
| 3M | +12.0% | -8.1% | +20.1% | +11.3% |
| 6M | +43.8% | +1.4% | +42.4% | +37.3% |
| YTD | +20.1% | +115.6% | -95.5% | -2.0% |
| 1Y | +22.3% | +128.0% | -105.7% | -1.5% |
| 3Y | +43.3% | +371.4% | -328.1% | -6.4% |
| 5Y | +47.3% | +469.4% | -422.1% | -11.0% |
| 10Y | +313.7% | +842.6% | -528.9% | +101.2% |
| All | +313.7% | +849.3% | -535.6% | +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