+262.1%
APH vs ASX
+324.2%
-62.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.4% | -2.3% | +1.2% |
| 7D | -5.9% | -19.9% | +14.0% | +3.2% |
| 30D | -14.8% | -30.9% | +16.1% | -0.8% |
| 3M | -12.4% | -15.1% | +2.7% | -7.4% |
| 6M | +8.1% | -6.5% | +14.5% | +6.6% |
| YTD | +10.9% | +98.4% | -87.5% | -24.2% |
| 1Y | +8.8% | +107.9% | -99.1% | -27.3% |
| 3Y | +262.1% | +325.3% | -63.2% | +70.5% |
| All | +262.1% | +324.2% | -62.2% | +70.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling