+249.2%
ASX vs APTV
-43.0%
+292.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.6% | +10.7% | +7.1% |
| 7D | +6.3% | +2.0% | +4.3% | +5.6% |
| 30D | +6.4% | -7.7% | +14.1% | +8.3% |
| 3M | +13.1% | -34.0% | +47.2% | +25.9% |
| 6M | +90.3% | -37.1% | +127.4% | +110.8% |
| YTD | +149.6% | -39.9% | +189.5% | +173.5% |
| 1Y | +249.2% | -44.4% | +293.6% | +281.3% |
| All | +249.2% | -43.0% | +292.2% | +281.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling