+1,809.4%
ASX vs APTV
+194.6%
+1,614.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.8% | -0.9% |
| 7D | -0.7% | +4.8% | -5.5% | -2.4% |
| 30D | +2.0% | +2.0% | 0.0% | +1.0% |
| 3M | -1.3% | -34.2% | +32.9% | +14.3% |
| 6M | +71.4% | -34.7% | +106.1% | +96.7% |
| YTD | +135.3% | -37.0% | +172.3% | +171.9% |
| 1Y | +267.5% | -40.4% | +307.9% | +332.4% |
| 3Y | +388.5% | -54.1% | +442.6% | +509.6% |
| 5Y | +417.1% | -68.0% | +485.1% | +614.4% |
| 10Y | +872.7% | -15.5% | +888.3% | +765.1% |
| All | +1,809.4% | +194.6% | +1,614.8% | +940.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling