+16.4%
APH vs ASX
+144.4%
-128.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.9% | -2.2% | -4.4% |
| 7D | -2.4% | -14.6% | +12.2% | +4.4% |
| 30D | -9.5% | -21.1% | +11.6% | -0.1% |
| 3M | -7.6% | -3.1% | -4.6% | -7.4% |
| 6M | +12.4% | +17.4% | -5.0% | -0.7% |
| YTD | +17.5% | +135.3% | -117.8% | -35.3% |
| 1Y | +16.4% | +146.5% | -130.1% | -37.6% |
| All | +16.4% | +144.4% | -128.0% | -37.6% |
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