+1,030.6%
APH vs ALNY
+258.3%
+772.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | -0.9% |
| 7D | -2.2% | -6.4% | +4.2% | -1.5% |
| 30D | -4.0% | +11.9% | -15.9% | -5.3% |
| 3M | +7.7% | -15.0% | +22.7% | +8.4% |
| 6M | +17.8% | -23.2% | +41.0% | +19.9% |
| YTD | +19.2% | -37.8% | +56.9% | +24.0% |
| 1Y | +35.7% | -47.3% | +83.0% | +43.6% |
| 3Y | +282.9% | +22.9% | +260.0% | +264.0% |
| 5Y | +345.6% | +30.6% | +315.1% | +311.3% |
| All | +1,030.6% | +258.3% | +772.3% | +846.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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