+268.0%
APH vs ASX
+414.3%
-146.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -20.8% | +11.4% | -0.3% |
| 7D | -12.7% | -33.3% | +20.6% | +3.3% |
| 30D | -19.2% | -36.5% | +17.3% | -2.6% |
| 3M | -16.7% | -19.2% | +2.5% | -10.0% |
| 6M | +5.1% | -10.2% | +15.4% | +5.8% |
| YTD | +6.6% | +86.5% | -79.9% | -23.3% |
| 1Y | +3.9% | +89.6% | -85.7% | -25.8% |
| 3Y | +246.0% | +298.6% | -52.6% | +72.7% |
| 5Y | +268.0% | +414.3% | -146.3% | +57.5% |
| All | +268.0% | +414.3% | -146.3% | +57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling