-26.3%
APH vs ASX
+272.9%
-299.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.5% | -49.3% | -48.4% |
| 7D | -48.7% | -3.6% | -45.1% | -48.2% |
| 30D | -51.9% | +2.0% | -53.9% | -52.6% |
| 3M | -43.6% | -1.3% | -42.2% | -44.3% |
| 6M | -37.5% | +71.4% | -109.0% | -52.8% |
| YTD | -38.6% | +135.3% | -174.0% | -58.7% |
| 1Y | -26.3% | +267.5% | -293.8% | -52.9% |
| All | -26.3% | +272.9% | -299.2% | -52.9% |
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