+1,007.5%
ASX vs APO
+847.3%
+160.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.5% |
| 7D | +0.8% | +0.2% | +0.7% | +1.3% |
| 30D | -20.4% | +3.1% | -23.6% | -21.3% |
| 3M | -2.1% | -12.0% | +9.8% | +2.7% |
| 6M | +8.2% | -5.0% | +13.2% | +9.7% |
| YTD | +137.3% | -14.0% | +151.3% | +147.2% |
| 1Y | +155.0% | -5.9% | +161.0% | +155.8% |
| 3Y | +397.9% | +51.6% | +346.4% | +298.4% |
| 5Y | +529.2% | +80.8% | +448.4% | +352.6% |
| 10Y | +1,007.5% | +839.9% | +167.6% | +385.9% |
| All | +1,007.5% | +847.3% | +160.2% | +385.9% |
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