+1,059.7%
APH vs ALL
+370.7%
+689.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.3% |
| 7D | +5.0% | 0.0% | +4.9% | +4.9% |
| 30D | -3.9% | -1.5% | -2.4% | -3.6% |
| 3M | +13.0% | +23.6% | -10.7% | +3.5% |
| 6M | +25.2% | +22.3% | +2.8% | +14.7% |
| YTD | +22.9% | +26.5% | -3.6% | +10.3% |
| 1Y | +47.8% | +27.0% | +20.8% | +31.8% |
| 3Y | +283.0% | +149.6% | +133.4% | +140.8% |
| 5Y | +349.7% | +118.1% | +231.6% | +192.6% |
| All | +1,059.7% | +370.7% | +689.1% | +448.5% |
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