+415.3%
ASX vs APA
+71.7%
+343.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +6.0% |
| 7D | -19.9% | -15.5% | -4.4% | -17.7% |
| 30D | -30.9% | +2.4% | -33.3% | -31.2% |
| 3M | -15.1% | +22.8% | -37.9% | -18.3% |
| 6M | -6.5% | +17.9% | -24.4% | -10.0% |
| YTD | +98.4% | +87.7% | +10.8% | +69.5% |
| 1Y | +107.9% | +94.2% | +13.7% | +75.7% |
| 3Y | +325.3% | +27.2% | +298.1% | +277.9% |
| All | +415.3% | +71.7% | +343.6% | +308.9% |
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