+268.0%
APH vs ALLE
+51.8%
+216.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.4% | -8.1% |
| 7D | -12.7% | 0.0% | -12.8% | -12.7% |
| 30D | -19.2% | +20.6% | -39.7% | -25.9% |
| 3M | -16.7% | +11.4% | -28.1% | -20.9% |
| 6M | +5.1% | +42.5% | -37.4% | -11.8% |
| YTD | +6.6% | +18.9% | -12.3% | -3.5% |
| 1Y | +3.9% | +14.2% | -10.3% | -4.0% |
| 3Y | +246.0% | +90.7% | +155.3% | +135.7% |
| 5Y | +268.0% | +52.5% | +215.5% | +179.4% |
| All | +268.0% | +51.8% | +216.1% | +179.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling