+355.9%
APH vs APA
+156.4%
+199.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.1% | +1.3% |
| 7D | +5.0% | +0.5% | +4.4% | +4.9% |
| 30D | -3.9% | +23.4% | -27.3% | -6.7% |
| 3M | +13.0% | +12.7% | +0.3% | +10.7% |
| 6M | +25.2% | +39.4% | -14.3% | +17.2% |
| YTD | +22.9% | +79.0% | -56.0% | +9.5% |
| 1Y | +47.8% | +88.8% | -41.0% | +29.6% |
| 3Y | +283.0% | +6.4% | +276.7% | +257.8% |
| All | +355.9% | +156.4% | +199.6% | +243.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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