+844.5%
APH vs ALLE
+225.5%
+619.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.4% | -7.9% |
| 7D | -12.7% | 0.0% | -12.8% | -12.7% |
| 30D | -19.2% | +20.6% | -39.7% | -27.1% |
| 3M | -16.7% | +11.4% | -28.1% | -21.9% |
| 6M | +5.1% | +42.5% | -37.4% | -14.0% |
| YTD | +6.6% | +18.9% | -12.3% | -5.1% |
| 1Y | +3.9% | +14.2% | -10.3% | -5.5% |
| 3Y | +246.0% | +90.7% | +155.3% | +130.7% |
| 5Y | +268.0% | +52.5% | +215.5% | +172.3% |
| All | +844.5% | +225.5% | +619.0% | +405.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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