+930.0%
APH vs AA
+42.1%
+887.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | 0.0% | -1.4% |
| 7D | +4.9% | +0.5% | +4.4% | +4.8% |
| 30D | -5.4% | -0.6% | -4.8% | -5.2% |
| 3M | -5.5% | -19.7% | +14.2% | -0.8% |
| 6M | +25.9% | -41.6% | +67.5% | +40.6% |
| YTD | +16.4% | -24.6% | +41.0% | +21.5% |
| 1Y | +16.5% | +4.9% | +11.6% | +13.0% |
| 3Y | +270.9% | +66.8% | +204.0% | +212.1% |
| 5Y | +289.5% | -19.4% | +308.9% | +258.9% |
| All | +930.0% | +42.1% | +887.9% | +559.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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