+529.2%
ASX vs APA
+88.6%
+440.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.6% | +3.0% | +6.0% |
| 7D | +0.8% | +5.1% | -4.2% | +0.1% |
| 30D | -20.4% | +0.3% | -20.7% | -20.5% |
| 3M | -2.1% | +15.6% | -17.8% | -4.8% |
| 6M | +8.2% | +28.9% | -20.7% | +2.6% |
| YTD | +137.3% | +96.6% | +40.7% | +101.5% |
| 1Y | +155.0% | +95.5% | +59.5% | +116.3% |
| 3Y | +397.9% | +41.8% | +356.1% | +332.8% |
| 5Y | +529.2% | +85.4% | +443.8% | +393.7% |
| All | +529.2% | +88.6% | +440.7% | +393.7% |
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