+842.6%
ASX vs APA
+0.9%
+841.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.2% | +8.8% | +8.7% |
| 7D | -12.3% | -8.7% | -3.5% | -11.0% |
| 30D | -26.0% | -2.4% | -23.6% | -25.8% |
| 3M | -8.1% | +19.0% | -27.1% | -10.9% |
| 6M | +1.4% | +26.8% | -25.4% | -3.4% |
| YTD | +115.6% | +87.3% | +28.2% | +89.8% |
| 1Y | +128.0% | +92.3% | +35.7% | +99.5% |
| 3Y | +371.4% | +37.3% | +334.1% | +323.4% |
| 5Y | +469.4% | +73.2% | +396.2% | +380.6% |
| 10Y | +842.6% | -0.9% | +843.5% | +588.2% |
| All | +842.6% | +0.9% | +841.8% | +588.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling