+469.4%
ASX vs APD
+12.1%
+457.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.6% | +7.9% |
| 7D | -12.3% | -1.6% | -10.7% | -11.6% |
| 30D | -26.0% | +10.6% | -36.6% | -28.5% |
| 3M | -8.1% | +2.5% | -10.6% | -9.0% |
| 6M | +1.4% | +6.0% | -4.6% | -1.1% |
| YTD | +115.6% | +28.4% | +87.1% | +95.0% |
| 1Y | +128.0% | +22.2% | +105.9% | +109.2% |
| 3Y | +371.4% | +26.6% | +344.8% | +315.8% |
| 5Y | +469.4% | +11.8% | +457.6% | +362.4% |
| All | +469.4% | +12.1% | +457.3% | +362.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling