+392.6%
ASX vs APO
+61.7%
+331.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 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% | +56.5% |
| YTD | +135.3% | -6.5% | +141.8% | +137.6% |
| 1Y | +267.5% | +0.8% | +266.6% | +256.0% |
| All | +392.6% | +61.7% | +331.0% | +275.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling