+368.6%
ASX vs APTV
-48.7%
+417.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.9% | -2.0% |
| 7D | +12.4% | -1.7% | +14.1% | +13.0% |
| 30D | -19.8% | -11.6% | -8.2% | -16.6% |
| 3M | -10.3% | -21.2% | +10.9% | -3.8% |
| 6M | +1.2% | -28.5% | +29.8% | +11.8% |
| YTD | +123.0% | -49.1% | +172.1% | +169.0% |
| 1Y | +145.4% | -52.2% | +197.6% | +202.4% |
| 3Y | +368.6% | -48.6% | +417.2% | +429.9% |
| All | +368.6% | -48.7% | +417.4% | +429.9% |
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