+1,059.7%
APH vs AR
+52.0%
+1,007.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.9% |
| 7D | +5.0% | +2.5% | +2.5% | +4.7% |
| 30D | -3.9% | +14.8% | -18.7% | -5.4% |
| 3M | +13.0% | +6.2% | +6.7% | +12.0% |
| 6M | +25.2% | +4.3% | +20.9% | +23.9% |
| YTD | +22.9% | +14.4% | +8.6% | +20.1% |
| 1Y | +47.8% | +21.3% | +26.5% | +43.2% |
| 3Y | +283.0% | +39.8% | +243.2% | +262.6% |
| 5Y | +349.7% | +142.1% | +207.6% | +295.4% |
| All | +1,059.7% | +52.0% | +1,007.7% | +864.5% |
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