+606.7%
ADI vs APH
+1,054.4%
-447.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.0% |
| 7D | +0.4% | +5.0% | -4.5% | -3.0% |
| 30D | -3.8% | -3.9% | +0.1% | -1.5% |
| 3M | -15.3% | +13.0% | -28.2% | -22.9% |
| 6M | +6.7% | +25.2% | -18.5% | -11.5% |
| YTD | +34.8% | +22.9% | +11.8% | +7.3% |
| 1Y | +49.0% | +47.8% | +1.2% | +0.1% |
| 3Y | +108.1% | +283.0% | -174.9% | -41.4% |
| 5Y | +142.4% | +349.7% | -207.2% | -40.8% |
| All | +606.7% | +1,054.4% | -447.7% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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