+29.9%
AAPL vs ASX
+144.4%
-114.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.9% | +9.2% | +5.4% |
| 7D | +1.7% | -14.6% | +16.2% | +2.0% |
| 30D | +5.0% | -21.1% | +26.1% | +5.6% |
| 3M | +13.1% | -3.1% | +16.1% | +12.9% |
| 6M | +26.5% | +17.4% | +9.1% | +22.2% |
| YTD | +28.9% | +135.3% | -106.4% | +14.8% |
| 1Y | +29.9% | +146.5% | -116.6% | +14.9% |
| All | +29.9% | +144.4% | -114.5% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling