+432.3%
ASX vs APA
+156.4%
+275.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.7% |
| 7D | -0.7% | +0.5% | -1.3% | -0.8% |
| 30D | +2.0% | +23.4% | -21.4% | -1.7% |
| 3M | -1.3% | +12.7% | -14.0% | -3.8% |
| 6M | +71.4% | +39.4% | +32.0% | +57.8% |
| YTD | +135.3% | +79.0% | +56.4% | +104.0% |
| 1Y | +267.5% | +88.8% | +178.7% | +212.3% |
| 3Y | +388.5% | +6.4% | +382.1% | +352.3% |
| All | +432.3% | +156.4% | +275.9% | +301.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling