+842.6%
ASX vs APTV
-26.1%
+868.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.2% | +7.4% | +8.2% |
| 7D | -12.3% | -9.8% | -2.5% | -8.8% |
| 30D | -26.0% | -8.9% | -17.1% | -23.4% |
| 3M | -8.1% | -19.5% | +11.4% | -0.9% |
| 6M | +1.4% | -31.1% | +32.5% | +14.6% |
| YTD | +115.6% | -47.5% | +163.1% | +165.3% |
| 1Y | +128.0% | -52.3% | +180.3% | +190.6% |
| 3Y | +371.4% | -45.2% | +416.6% | +447.6% |
| 5Y | +469.4% | -76.9% | +546.3% | +777.1% |
| 10Y | +842.6% | -25.1% | +867.7% | +919.8% |
| All | +842.6% | -26.1% | +868.8% | +919.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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