+930.0%
APH vs ALB
+32.4%
+897.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.4% | -1.4% |
| 7D | +4.9% | -5.8% | +10.6% | +6.4% |
| 30D | -5.4% | -4.5% | -0.9% | -4.6% |
| 3M | -5.5% | -28.1% | +22.6% | +1.9% |
| 6M | +25.9% | -53.2% | +79.1% | +50.6% |
| YTD | +16.4% | -33.3% | +49.7% | +25.5% |
| 1Y | +16.5% | -17.4% | +33.9% | +18.8% |
| 3Y | +270.9% | -14.1% | +285.0% | +240.4% |
| 5Y | +289.5% | -64.0% | +353.5% | +340.2% |
| All | +930.0% | +32.4% | +897.6% | +564.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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