+268.0%
APH vs ALL
+155.0%
+113.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.5% | -9.3% |
| 7D | -12.7% | +4.2% | -16.9% | -12.9% |
| 30D | -19.2% | +18.9% | -38.1% | -20.1% |
| 3M | -16.7% | +1.2% | -17.9% | -16.7% |
| 6M | +5.1% | +23.2% | -18.1% | +2.4% |
| YTD | +6.6% | +30.0% | -23.4% | +2.4% |
| 1Y | +3.9% | +39.6% | -35.7% | -1.9% |
| 3Y | +246.0% | +115.2% | +130.8% | +185.7% |
| 5Y | +268.0% | +156.2% | +111.7% | +186.1% |
| All | +268.0% | +155.0% | +113.0% | +186.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling