+325.3%
ASX vs APTV
-49.5%
+374.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.5% | +9.9% | +7.5% |
| 7D | -19.9% | -10.2% | -9.7% | -17.1% |
| 30D | -30.9% | -10.8% | -20.1% | -28.3% |
| 3M | -15.1% | -14.8% | -0.3% | -11.2% |
| 6M | -6.5% | -30.6% | +24.1% | +4.1% |
| YTD | +98.4% | -48.2% | +146.6% | +138.3% |
| 1Y | +107.9% | -52.0% | +159.8% | +156.1% |
| 3Y | +325.3% | -47.0% | +372.3% | +372.6% |
| All | +325.3% | -49.5% | +374.8% | +372.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling