+1,422.1%
ASX vs APO
+1,518.9%
-96.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.9% | +6.6% |
| 7D | -19.9% | +0.8% | -20.7% | -20.1% |
| 30D | -30.9% | +1.0% | -31.9% | -31.1% |
| 3M | -15.1% | -8.4% | -6.7% | -12.7% |
| 6M | -6.5% | -9.1% | +2.6% | -3.8% |
| YTD | +98.4% | -18.3% | +116.8% | +109.7% |
| 1Y | +107.9% | -8.0% | +115.8% | +110.0% |
| 3Y | +325.3% | +47.1% | +278.2% | +255.1% |
| 5Y | +447.3% | +67.2% | +380.1% | +325.3% |
| 10Y | +763.2% | +871.8% | -108.6% | +281.8% |
| All | +1,422.1% | +1,518.9% | -96.8% | +452.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling