+299.6%
ASX vs APD
+13.4%
+286.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.9% | -17.8% | -20.3% |
| 7D | -33.3% | -0.7% | -32.6% | -33.1% |
| 30D | -36.5% | +10.1% | -46.6% | -37.5% |
| 3M | -19.2% | +4.9% | -24.1% | -19.9% |
| 6M | -10.2% | +2.5% | -12.7% | -10.9% |
| YTD | +86.5% | +27.8% | +58.7% | +77.2% |
| 1Y | +89.6% | +32.9% | +56.8% | +77.5% |
| All | +299.6% | +13.4% | +286.2% | +293.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling