+109.8%
AAPL vs ASX
+490.0%
-380.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -1.2% |
| 7D | -3.0% | +11.1% | -14.1% | -5.6% |
| 30D | +2.3% | +9.6% | -7.3% | -0.5% |
| 3M | +8.6% | +18.6% | -10.0% | +1.0% |
| 6M | +21.6% | +92.1% | -70.6% | -4.8% |
| YTD | +16.3% | +158.5% | -142.2% | -18.2% |
| 1Y | +35.1% | +271.9% | -236.8% | -17.2% |
| 3Y | +79.4% | +465.2% | -385.9% | -12.0% |
| 5Y | +109.8% | +479.4% | -369.6% | -7.2% |
| All | +109.8% | +490.0% | -380.2% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling