+392.6%
ASX vs APA
+5.6%
+387.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.5% |
| 7D | -0.7% | +0.5% | -1.3% | -0.8% |
| 30D | +2.0% | +23.4% | -21.4% | -0.3% |
| 3M | -1.3% | +12.7% | -14.0% | -2.6% |
| 6M | +71.4% | +39.4% | +32.0% | +60.6% |
| YTD | +135.3% | +79.0% | +56.4% | +108.7% |
| 1Y | +267.5% | +88.8% | +178.7% | +219.7% |
| All | +392.6% | +5.6% | +387.0% | +354.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling