+748.4%
ASX vs APD
+185.9%
+562.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +7.1% |
| 7D | -19.9% | -3.7% | -16.3% | -18.4% |
| 30D | -30.9% | +9.6% | -40.5% | -33.7% |
| 3M | -15.1% | +1.6% | -16.7% | -16.0% |
| 6M | -6.5% | +2.2% | -8.6% | -8.0% |
| YTD | +98.4% | +25.9% | +72.6% | +76.2% |
| 1Y | +107.9% | +20.1% | +87.7% | +87.3% |
| 3Y | +325.3% | +12.4% | +312.9% | +282.1% |
| 5Y | +447.3% | +11.1% | +436.2% | +384.2% |
| All | +748.4% | +185.9% | +562.5% | +360.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling