+146.5%
ASX vs ADM
+29.8%
+116.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.3% | -4.3% | -3.9% |
| 7D | -14.6% | -8.3% | -6.3% | -14.6% |
| 30D | -21.1% | -14.1% | -7.0% | -20.9% |
| 3M | -3.1% | -10.7% | +7.7% | -3.3% |
| 6M | +17.4% | -5.9% | +23.3% | +18.4% |
| YTD | +135.3% | +25.8% | +109.6% | +146.3% |
| 1Y | +146.5% | +21.3% | +125.2% | +156.3% |
| All | +146.5% | +29.8% | +116.7% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 1y: compounded portfolio wealth divided by compounded ADM 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…
1y analysis · Full analysis span regression · 6 months rolling