-10.2%
ASX vs APA
+5.4%
-15.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.3% | -18.5% | -21.1% |
| 7D | -33.3% | -15.6% | -17.7% | -35.7% |
| 30D | -36.5% | -0.9% | -35.6% | -36.1% |
| 3M | -19.2% | +26.1% | -45.3% | -12.1% |
| 6M | -10.2% | +6.1% | -16.3% | -6.0% |
| All | -10.2% | +5.4% | -15.7% | -6.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling