+13.0%
APH vs ASX
+126.1%
-113.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +8.6% | -0.4% | +4.3% |
| 7D | +1.1% | -12.3% | +13.4% | +6.4% |
| 30D | -7.5% | -26.0% | +18.5% | +4.3% |
| 3M | -4.4% | -8.1% | +3.7% | -2.5% |
| 6M | +26.5% | +1.4% | +25.1% | +19.4% |
| YTD | +20.0% | +115.6% | -95.5% | -33.0% |
| All | +13.0% | +126.1% | -113.1% | -38.7% |
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