+883.4%
APH vs AR
+44.3%
+839.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.2% |
| 7D | -5.9% | -14.3% | +8.3% | -4.3% |
| 30D | -14.8% | +1.4% | -16.2% | -15.0% |
| 3M | -12.4% | +3.4% | -15.8% | -12.9% |
| 6M | +8.1% | -2.1% | +10.1% | +7.9% |
| YTD | +10.9% | +4.7% | +6.2% | +9.3% |
| 1Y | +8.8% | +10.6% | -1.8% | +6.4% |
| 3Y | +262.1% | +24.6% | +237.5% | +247.1% |
| 5Y | +283.1% | +71.9% | +211.2% | +248.6% |
| All | +883.4% | +44.3% | +839.1% | +712.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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