+5.1%
APH vs ASX
-9.2%
+14.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -20.8% | +11.4% | -0.8% |
| 7D | -12.7% | -33.3% | +20.6% | +2.2% |
| 30D | -19.2% | -36.5% | +17.3% | -3.9% |
| 3M | -16.7% | -19.2% | +2.5% | -9.9% |
| 6M | +5.1% | -10.2% | +15.4% | +9.1% |
| All | +5.1% | -9.2% | +14.3% | +9.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling