+446.2%
APP vs ASX
+396.7%
+49.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -20.8% | +51.8% | +40.4% |
| 7D | +39.7% | -33.3% | +73.0% | +63.9% |
| 30D | +27.7% | -36.5% | +64.2% | +52.0% |
| 3M | -14.8% | -19.2% | +4.4% | -13.4% |
| 6M | -25.5% | -10.2% | -15.3% | -34.1% |
| YTD | -47.2% | +86.5% | -133.6% | -72.4% |
| 1Y | -42.3% | +89.6% | -131.9% | -70.2% |
| 3Y | +806.8% | +298.6% | +508.2% | +162.7% |
| 5Y | +261.6% | +414.3% | -152.6% | -14.8% |
| All | +446.2% | +396.7% | +49.5% | +28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling