+2,793.8%
ASX vs APD
+1,593.9%
+1,199.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.9% | -17.8% | -19.2% |
| 7D | -33.3% | -0.7% | -32.6% | -32.9% |
| 30D | -36.5% | +10.1% | -46.6% | -39.7% |
| 3M | -19.2% | +4.9% | -24.1% | -21.5% |
| 6M | -10.2% | +2.5% | -12.7% | -12.2% |
| YTD | +86.5% | +27.8% | +58.7% | +60.6% |
| 1Y | +89.6% | +32.9% | +56.8% | +57.7% |
| 3Y | +298.6% | +13.4% | +285.2% | +246.8% |
| 5Y | +414.3% | +12.8% | +401.4% | +342.3% |
| 10Y | +711.1% | +194.6% | +516.5% | +279.5% |
| All | +2,793.8% | +1,593.9% | +1,199.9% | +376.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling