+883.4%
APH vs ALL
+370.9%
+512.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.5% | +8.6% | +5.5% |
| 7D | -5.9% | -1.9% | -4.0% | -5.5% |
| 30D | -14.8% | +13.8% | -28.6% | -18.6% |
| 3M | -12.4% | -7.0% | -5.4% | -11.0% |
| 6M | +8.1% | +18.0% | -10.0% | -0.1% |
| YTD | +10.9% | +24.2% | -13.3% | -0.5% |
| 1Y | +8.8% | +31.2% | -22.4% | -4.9% |
| 3Y | +262.1% | +107.5% | +154.5% | +147.6% |
| 5Y | +283.1% | +144.8% | +138.3% | +130.9% |
| All | +883.4% | +370.9% | +512.5% | +385.0% |
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