+45.4%
ADP vs ASX
+396.7%
-351.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.6% | -6.3% | +0.9% |
| 7D | +0.9% | +0.8% | +0.1% | +1.3% |
| 30D | +11.9% | -20.4% | +32.3% | +10.5% |
| 3M | +13.7% | -2.1% | +15.9% | +14.2% |
| 6M | +46.8% | +8.2% | +38.5% | +48.1% |
| YTD | +21.8% | +137.3% | -115.5% | +20.9% |
| 1Y | +23.5% | +155.0% | -131.5% | +22.3% |
| All | +45.4% | +396.7% | -351.3% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling