+88,130.0%
AAPL vs ASX
+3,515.0%
+84,615.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +3.0% | +2.0% | +1.0% | +2.2% |
| 3M | +2.9% | -1.3% | +4.2% | +1.0% |
| 6M | +22.1% | +71.4% | -49.3% | +3.6% |
| YTD | +18.0% | +135.3% | -117.3% | -7.9% |
| 1Y | +33.9% | +267.5% | -233.5% | -7.2% |
| 3Y | +71.2% | +388.5% | -317.3% | +8.0% |
| 5Y | +112.6% | +417.1% | -304.5% | +29.6% |
| 10Y | +1,198.8% | +872.7% | +326.0% | +550.1% |
| All | +88,130.0% | +3,515.0% | +84,615.0% | +22,332.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling