+887.2%
ASX vs ADM
+100.5%
+786.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.0% | +3.5% |
| 7D | -9.1% | -1.8% | -7.3% | -8.6% |
| 30D | -23.6% | -13.3% | -10.3% | -20.4% |
| 3M | -5.6% | -13.4% | +7.7% | -2.0% |
| 6M | +4.7% | -9.6% | +14.3% | +7.1% |
| YTD | +122.6% | +23.0% | +99.6% | +105.2% |
| 1Y | +133.0% | +27.4% | +105.6% | +111.8% |
| 3Y | +367.1% | +5.7% | +361.5% | +337.5% |
| 5Y | +504.7% | +22.1% | +482.7% | +412.2% |
| 10Y | +887.2% | +106.0% | +781.3% | +510.3% |
| All | +887.2% | +100.5% | +786.8% | +510.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling