+3,552.3%
ASX vs APA
+142.9%
+3,409.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.9% |
| 7D | -0.7% | +0.5% | -1.3% | -0.9% |
| 30D | +2.0% | +23.4% | -21.4% | -3.1% |
| 3M | -1.3% | +12.7% | -14.0% | -4.9% |
| 6M | +71.4% | +39.4% | +32.0% | +54.9% |
| YTD | +135.3% | +79.0% | +56.4% | +99.0% |
| 1Y | +267.5% | +88.8% | +178.7% | +204.2% |
| 3Y | +388.5% | +6.4% | +382.1% | +347.5% |
| 5Y | +417.1% | +153.0% | +264.1% | +264.1% |
| 10Y | +872.7% | +7.5% | +865.2% | +549.8% |
| All | +3,552.3% | +142.9% | +3,409.4% | +1,756.0% |
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 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