+985.8%
ASX vs APA
+8.7%
+977.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.7% | -2.3% |
| 7D | +12.4% | +8.5% | +3.9% | +11.0% |
| 30D | -19.8% | +2.8% | -22.6% | -20.2% |
| 3M | -10.3% | +21.7% | -32.0% | -13.3% |
| 6M | +1.2% | +32.6% | -31.4% | -4.1% |
| YTD | +123.0% | +103.7% | +19.3% | +93.8% |
| 1Y | +145.4% | +101.8% | +43.6% | +113.3% |
| 3Y | +368.6% | +48.1% | +320.6% | +315.9% |
| 5Y | +486.0% | +91.9% | +394.1% | +386.8% |
| All | +985.8% | +8.7% | +977.1% | +691.2% |
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