+2,793.8%
ASX vs APA
+148.2%
+2,645.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.3% | -18.5% | -20.3% |
| 7D | -33.3% | -15.6% | -17.7% | -30.7% |
| 30D | -36.5% | -0.9% | -35.6% | -36.4% |
| 3M | -19.2% | +26.1% | -45.3% | -23.9% |
| 6M | -10.2% | +6.1% | -16.3% | -13.0% |
| YTD | +86.5% | +82.8% | +3.6% | +56.3% |
| 1Y | +89.6% | +106.5% | -16.8% | +53.7% |
| 3Y | +298.6% | +21.9% | +276.7% | +252.8% |
| 5Y | +414.3% | +69.7% | +344.6% | +300.7% |
| 10Y | +711.1% | 0.0% | +711.1% | +457.6% |
| All | +2,793.8% | +148.2% | +2,645.6% | +1,357.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling