+955.2%
APH vs AEM
+356.4%
+598.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.2% | -0.3% |
| 7D | -5.0% | +13.9% | -18.9% | -6.7% |
| 30D | -8.4% | +0.8% | -9.1% | -8.5% |
| 3M | -4.5% | +5.8% | -10.3% | -5.4% |
| 6M | +25.3% | -1.0% | +26.2% | +24.6% |
| YTD | +18.9% | +13.1% | +5.8% | +16.3% |
| 1Y | +11.9% | +14.4% | -2.5% | +9.3% |
| 3Y | +278.0% | +325.7% | -47.8% | +227.7% |
| 5Y | +306.4% | +273.7% | +32.7% | +251.5% |
| 10Y | +955.2% | +390.1% | +565.1% | +819.3% |
| All | +955.2% | +356.4% | +598.8% | +819.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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