+282.2%
APH vs A
+15.4%
+266.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +3.4% |
| 7D | -5.9% | -0.1% | -5.9% | -5.8% |
| 30D | -14.8% | +3.4% | -18.2% | -15.8% |
| 3M | -12.4% | +23.8% | -36.3% | -20.2% |
| 6M | +8.1% | +49.0% | -40.9% | -9.7% |
| YTD | +10.9% | +29.4% | -18.5% | -1.8% |
| 1Y | +8.8% | +19.4% | -10.6% | -0.3% |
| 3Y | +262.1% | +66.2% | +195.9% | +172.4% |
| All | +282.2% | +15.4% | +266.8% | +236.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling