+803.3%
APP vs ASX
+298.6%
+504.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -20.8% | +51.8% | +37.4% |
| 7D | +39.7% | -33.3% | +73.0% | +57.8% |
| 30D | +27.7% | -36.5% | +64.2% | +46.1% |
| 3M | -14.8% | -19.2% | +4.4% | -14.4% |
| 6M | -25.5% | -10.2% | -15.3% | -33.9% |
| YTD | -47.2% | +86.5% | -133.6% | -71.9% |
| 1Y | -42.3% | +89.6% | -131.9% | -69.7% |
| All | +803.3% | +298.6% | +504.7% | +133.4% |
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