+295.9%
APP vs ASX
+464.2%
-168.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.6% | -3.8% | +0.7% |
| 7D | +79.2% | -12.3% | +91.4% | +83.7% |
| 30D | +48.0% | -26.0% | +74.0% | +65.2% |
| 3M | +18.2% | -8.1% | +26.3% | +13.4% |
| 6M | -12.5% | +1.4% | -13.9% | -27.2% |
| YTD | -39.2% | +115.6% | -154.7% | -72.0% |
| 1Y | -33.9% | +128.0% | -161.9% | -70.8% |
| 3Y | +933.3% | +371.4% | +561.9% | +137.9% |
| 5Y | +295.9% | +469.4% | -173.5% | -24.4% |
| All | +295.9% | +464.2% | -168.3% | -24.4% |
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 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