+1,008.4%
ASX vs APD
+191.6%
+816.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.4% | -4.2% |
| 7D | +22.1% | +2.2% | +19.9% | +21.0% |
| 30D | -23.8% | +9.4% | -33.2% | -26.7% |
| 3M | -7.6% | +4.7% | -12.3% | -9.7% |
| 6M | +6.9% | +5.5% | +1.4% | +3.8% |
| YTD | +127.7% | +31.4% | +96.3% | +98.5% |
| 1Y | +144.5% | +24.1% | +120.4% | +117.6% |
| 3Y | +377.8% | +28.8% | +349.0% | +303.0% |
| 5Y | +498.2% | +15.8% | +482.5% | +420.4% |
| All | +1,008.4% | +191.6% | +816.8% | +525.5% |
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