+948.3%
APH vs ALL
+376.2%
+572.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.1% |
| 7D | +11.1% | 0.0% | +11.2% | +11.0% |
| 30D | -7.3% | +12.8% | -20.1% | -11.1% |
| 3M | -6.2% | +4.7% | -10.8% | -8.2% |
| 6M | +24.9% | +24.9% | 0.0% | +13.3% |
| YTD | +18.4% | +30.0% | -11.6% | +4.7% |
| 1Y | +13.0% | +29.9% | -17.0% | -0.3% |
| 3Y | +276.4% | +117.5% | +158.9% | +153.3% |
| 5Y | +296.4% | +161.7% | +134.7% | +132.5% |
| All | +948.3% | +376.2% | +572.1% | +398.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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