+94.8%
AAPL vs ASX
+396.7%
-301.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.6% | -4.6% | +1.2% |
| 7D | +1.8% | +0.8% | +0.9% | +1.2% |
| 30D | +4.3% | -20.4% | +24.7% | +6.9% |
| 3M | +16.6% | -2.1% | +18.8% | +15.3% |
| 6M | +21.6% | +8.2% | +13.4% | +15.3% |
| YTD | +31.2% | +137.3% | -106.1% | +1.3% |
| 1Y | +29.6% | +155.0% | -125.5% | -2.0% |
| All | +94.8% | +396.7% | -301.9% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling