+262.1%
APH vs ALL
+105.5%
+156.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.5% | +8.6% | +3.2% |
| 7D | -5.9% | -1.9% | -4.0% | -6.2% |
| 30D | -14.8% | +13.8% | -28.6% | -12.8% |
| 3M | -12.4% | -7.0% | -5.4% | -12.9% |
| 6M | +8.1% | +18.0% | -10.0% | +10.3% |
| YTD | +10.9% | +24.2% | -13.3% | +13.5% |
| 1Y | +8.8% | +31.2% | -22.4% | +10.5% |
| 3Y | +262.1% | +107.5% | +154.5% | +258.6% |
| All | +262.1% | +105.5% | +156.5% | +258.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling