+3,552.3%
ASX vs ADM
+1,736.1%
+1,816.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -0.7% | +3.8% | -4.5% | -2.0% |
| 30D | +2.0% | +9.8% | -7.8% | -1.4% |
| 3M | -1.3% | +2.1% | -3.5% | -2.3% |
| 6M | +71.4% | +27.5% | +43.9% | +56.7% |
| YTD | +135.3% | +50.2% | +85.1% | +103.2% |
| 1Y | +267.5% | +40.6% | +226.9% | +222.6% |
| 3Y | +388.5% | +17.2% | +371.2% | +340.7% |
| 5Y | +417.1% | +61.9% | +355.2% | +305.9% |
| 10Y | +872.7% | +159.3% | +713.5% | +525.8% |
| All | +3,552.3% | +1,736.1% | +1,816.2% | +1,119.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling