+355.9%
APH vs ASX
+429.3%
-73.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | -0.7% | +5.7% | +5.3% |
| 30D | -3.9% | +2.0% | -5.9% | -4.8% |
| 3M | +13.0% | -1.3% | +14.3% | +11.7% |
| 6M | +25.2% | +71.4% | -46.3% | -4.2% |
| YTD | +22.9% | +135.3% | -112.4% | -18.2% |
| 1Y | +47.8% | +267.5% | -219.6% | -19.7% |
| 3Y | +283.0% | +388.5% | -105.5% | +80.0% |
| All | +355.9% | +429.3% | -73.4% | +92.2% |
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