+1,055.9%
APH vs AA
+113.3%
+942.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.3% |
| 7D | +5.0% | -0.7% | +5.7% | +5.1% |
| 30D | -3.9% | +5.0% | -8.9% | -5.1% |
| 3M | +13.0% | -35.8% | +48.8% | +23.6% |
| 6M | +25.2% | -18.4% | +43.5% | +28.9% |
| YTD | +22.9% | -5.5% | +28.4% | +22.2% |
| 1Y | +47.8% | +61.0% | -13.1% | +30.0% |
| 3Y | +283.0% | +66.2% | +216.8% | +220.7% |
| 5Y | +349.7% | +11.4% | +338.3% | +283.0% |
| All | +1,055.9% | +113.3% | +942.6% | +587.1% |
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