+1,326.9%
AAPL vs ASX
+999.3%
+327.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.6% | -4.6% | +0.3% |
| 7D | +1.8% | +0.8% | +0.9% | +0.6% |
| 30D | +4.3% | -20.4% | +24.7% | +9.1% |
| 3M | +16.6% | -2.1% | +18.8% | +14.1% |
| 6M | +21.6% | +8.2% | +13.4% | +11.6% |
| YTD | +31.2% | +137.3% | -106.1% | -8.4% |
| 1Y | +29.6% | +155.0% | -125.5% | -11.9% |
| 3Y | +93.1% | +397.9% | -304.8% | -1.2% |
| 5Y | +146.2% | +529.2% | -383.0% | +12.0% |
| 10Y | +1,326.9% | +1,007.5% | +319.4% | +369.0% |
| All | +1,326.9% | +999.3% | +327.6% | +369.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling