+498.2%
ASX vs APO
+78.6%
+419.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.5% |
| 7D | +22.1% | +3.5% | +18.6% | +20.4% |
| 30D | -23.8% | +4.4% | -28.1% | -25.1% |
| 3M | -7.6% | -12.1% | +4.5% | -2.4% |
| 6M | +6.9% | -7.2% | +14.2% | +9.7% |
| YTD | +127.7% | -15.1% | +142.8% | +139.9% |
| 1Y | +144.5% | -7.7% | +152.2% | +147.1% |
| 3Y | +377.8% | +49.6% | +328.2% | +258.1% |
| 5Y | +498.2% | +78.3% | +420.0% | +279.2% |
| All | +498.2% | +78.6% | +419.7% | +279.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling