+883.4%
APH vs ADM
+98.0%
+785.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.7% | +4.8% | +4.3% |
| 7D | -5.9% | -9.0% | +3.1% | -3.4% |
| 30D | -14.8% | -14.0% | -0.8% | -11.1% |
| 3M | -12.4% | -9.2% | -3.3% | -10.5% |
| 6M | +8.1% | -9.2% | +17.2% | +9.8% |
| YTD | +10.9% | +24.2% | -13.3% | +0.6% |
| 1Y | +8.8% | +27.0% | -18.2% | -2.4% |
| 3Y | +262.1% | +6.6% | +255.5% | +233.6% |
| 5Y | +283.1% | +25.0% | +258.2% | +211.9% |
| All | +883.4% | +98.0% | +785.4% | +478.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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