+391.7%
APP vs ASX
+526.9%
-135.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +0.9% | -0.7% | +1.6% | +1.3% |
| 30D | -23.3% | +2.0% | -25.3% | -24.8% |
| 3M | -42.6% | -1.3% | -41.3% | -45.4% |
| 6M | -33.6% | +71.4% | -105.0% | -57.8% |
| YTD | -52.4% | +135.3% | -187.8% | -76.0% |
| 1Y | -35.9% | +267.5% | -303.4% | -76.9% |
| 3Y | +642.2% | +388.5% | +253.7% | +111.3% |
| 5Y | +311.1% | +417.1% | -106.0% | -0.6% |
| All | +391.7% | +526.9% | -135.2% | +11.3% |
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 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