+653.2%
ADI vs APH
+950.8%
-297.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.6% |
| 7D | +0.7% | +0.4% | +0.3% | +0.6% |
| 30D | +0.7% | -8.0% | +8.7% | +6.5% |
| 3M | +6.5% | -5.0% | +11.5% | +9.6% |
| 6M | -2.7% | +29.9% | -32.6% | -20.5% |
| YTD | +52.2% | +18.0% | +34.2% | +24.4% |
| 1Y | +77.5% | +11.3% | +66.1% | +50.9% |
| 3Y | +148.8% | +274.9% | -126.2% | -29.5% |
| 5Y | +142.9% | +300.6% | -157.7% | -35.2% |
| 10Y | +653.2% | +944.2% | -291.0% | -14.5% |
| All | +653.2% | +950.8% | -297.6% | -14.5% |
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