+858.4%
ASX vs APO
+961.0%
-102.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -0.7% | -1.0% | +0.3% | -0.4% |
| 30D | +2.0% | +3.5% | -1.5% | +0.3% |
| 3M | -1.3% | +4.5% | -5.9% | -3.5% |
| 6M | +71.4% | +22.8% | +48.7% | +56.4% |
| YTD | +135.3% | -6.5% | +141.8% | +137.2% |
| 1Y | +267.5% | +0.8% | +266.6% | +256.2% |
| 3Y | +388.5% | +62.0% | +326.5% | +280.1% |
| 5Y | +417.1% | +138.2% | +278.8% | +234.9% |
| All | +858.4% | +961.0% | -102.6% | +295.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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