+133.0%
ASX vs ADM
+25.0%
+108.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.0% | +3.3% |
| 7D | -9.1% | -1.8% | -7.3% | -9.1% |
| 30D | -23.6% | -13.3% | -10.3% | -23.2% |
| 3M | -5.6% | -13.4% | +7.7% | -5.4% |
| 6M | +4.7% | -9.6% | +14.3% | +5.8% |
| YTD | +122.6% | +23.0% | +99.6% | +127.4% |
| 1Y | +133.0% | +27.4% | +105.6% | +142.3% |
| All | +133.0% | +25.0% | +108.0% | +142.3% |
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