+2,979.8%
ASX vs APA
+154.8%
+2,825.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +5.8% |
| 7D | -19.9% | -15.5% | -4.4% | -16.7% |
| 30D | -30.9% | +2.4% | -33.3% | -31.3% |
| 3M | -15.1% | +22.8% | -37.9% | -19.5% |
| 6M | -6.5% | +17.9% | -24.4% | -11.4% |
| YTD | +98.4% | +87.7% | +10.8% | +65.4% |
| 1Y | +107.9% | +94.2% | +13.7% | +71.4% |
| 3Y | +325.3% | +27.2% | +298.1% | +272.7% |
| 5Y | +447.3% | +74.1% | +373.2% | +324.0% |
| 10Y | +763.2% | +2.6% | +760.6% | +490.1% |
| All | +2,979.8% | +154.8% | +2,825.0% | +1,442.7% |
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 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