+933.3%
APP vs ASX
+366.1%
+567.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.6% | -3.8% | +2.1% |
| 7D | +79.2% | -12.3% | +91.4% | +82.6% |
| 30D | +48.0% | -26.0% | +74.0% | +61.4% |
| 3M | +18.2% | -8.1% | +26.3% | +14.7% |
| 6M | -12.5% | +1.4% | -13.9% | -24.4% |
| YTD | -39.2% | +115.6% | -154.7% | -69.1% |
| 1Y | -33.9% | +128.0% | -161.9% | -67.7% |
| 3Y | +933.3% | +371.4% | +561.9% | +135.3% |
| All | +933.3% | +366.1% | +567.2% | +135.3% |
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