+306.4%
APH vs A
+15.8%
+290.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.3% | -0.4% |
| 7D | -5.0% | +1.4% | -6.4% | -5.4% |
| 30D | -8.4% | +4.3% | -12.7% | -9.8% |
| 3M | -4.5% | +19.8% | -24.3% | -11.6% |
| 6M | +25.3% | +54.4% | -29.1% | +3.1% |
| YTD | +18.9% | +31.7% | -12.8% | +4.5% |
| 1Y | +11.9% | +22.4% | -10.5% | +1.5% |
| 3Y | +278.0% | +67.7% | +210.3% | +183.7% |
| 5Y | +306.4% | +15.7% | +290.7% | +253.7% |
| All | +306.4% | +15.8% | +290.6% | +253.7% |
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