+57,556.1%
APH vs ALL
+3,667.9%
+53,888.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.7% | -48.5% | -48.0% |
| 7D | -48.7% | +1.2% | -49.9% | -49.0% |
| 30D | -51.9% | -1.5% | -50.5% | -51.9% |
| 3M | -43.6% | +23.6% | -67.2% | -48.3% |
| 6M | -37.5% | +22.3% | -59.9% | -42.8% |
| YTD | -38.6% | +26.5% | -65.2% | -44.9% |
| 1Y | -26.3% | +27.0% | -53.3% | -34.2% |
| 3Y | +89.2% | +149.6% | -60.4% | +28.9% |
| 5Y | +119.8% | +118.1% | +1.7% | +54.0% |
| 10Y | +454.3% | +369.0% | +85.3% | +192.3% |
| All | +57,556.1% | +3,667.9% | +53,888.3% | +16,899.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling