+944.2%
APH vs ALB
+35.3%
+908.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.1% |
| 7D | +0.4% | +1.1% | -0.7% | 0.0% |
| 30D | -8.0% | -2.6% | -5.4% | -7.6% |
| 3M | -5.0% | -25.6% | +20.6% | +1.5% |
| 6M | +29.9% | -54.0% | +83.9% | +56.0% |
| YTD | +18.0% | -31.6% | +49.5% | +26.5% |
| 1Y | +11.3% | -6.6% | +17.9% | +10.0% |
| 3Y | +274.9% | -14.0% | +288.9% | +244.5% |
| 5Y | +300.6% | -62.5% | +363.1% | +347.6% |
| 10Y | +944.2% | +36.3% | +907.9% | +585.5% |
| All | +944.2% | +35.3% | +908.9% | +585.5% |
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