+858.4%
ASX vs APD
+165.5%
+693.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -0.7% | -2.2% | +1.5% | +0.2% |
| 30D | +2.0% | +2.1% | -0.1% | +0.8% |
| 3M | -1.3% | +7.2% | -8.5% | -5.0% |
| 6M | +71.4% | +11.2% | +60.2% | +61.9% |
| YTD | +135.3% | +24.4% | +110.9% | +110.2% |
| 1Y | +267.5% | +6.7% | +260.8% | +249.0% |
| 3Y | +388.5% | +9.2% | +379.2% | +345.1% |
| 5Y | +417.1% | +27.4% | +389.7% | +324.2% |
| All | +858.4% | +165.5% | +693.0% | +434.5% |
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