+16,142.2%
APH vs A
+546.2%
+15,595.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -19.6% |
| 6M | +8.1% | +49.0% | -40.9% | -8.1% |
| YTD | +10.9% | +29.4% | -18.5% | -0.8% |
| 1Y | +8.8% | +19.4% | -10.6% | +0.3% |
| 3Y | +262.1% | +66.2% | +195.9% | +186.7% |
| 5Y | +283.1% | +15.8% | +267.3% | +244.6% |
| 10Y | +908.1% | +326.1% | +582.0% | +451.6% |
| All | +16,142.2% | +546.2% | +15,595.9% | +6,457.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling