+133.0%
ASX vs APA
+91.9%
+41.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +2.0% | +3.5% |
| 7D | -9.1% | -5.5% | -3.6% | -10.3% |
| 30D | -23.6% | -1.2% | -22.4% | -23.7% |
| 3M | -5.6% | +10.6% | -16.2% | -3.0% |
| 6M | +4.7% | +28.4% | -23.7% | +12.3% |
| YTD | +122.6% | +89.7% | +32.8% | +139.4% |
| 1Y | +133.0% | +90.6% | +42.4% | +151.2% |
| All | +133.0% | +91.9% | +41.2% | +151.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling