+11.3%
APH vs ASX
+154.3%
-143.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.6% | -7.4% | -3.8% |
| 7D | +0.4% | +0.8% | -0.4% | -1.0% |
| 30D | -8.0% | -20.4% | +12.4% | +0.2% |
| 3M | -5.0% | -2.1% | -2.9% | -5.9% |
| 6M | +29.9% | +8.2% | +21.7% | +19.3% |
| YTD | +18.0% | +137.3% | -119.3% | -38.1% |
| 1Y | +11.3% | +155.0% | -143.7% | -44.1% |
| All | +11.3% | +154.3% | -143.0% | -44.1% |
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