+930.0%
APH vs AR
+57.4%
+872.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | +4.9% | +7.4% | -2.5% | +4.0% |
| 30D | -5.4% | +5.8% | -11.2% | -6.0% |
| 3M | -5.5% | +5.2% | -10.7% | -6.2% |
| 6M | +25.9% | +5.4% | +20.5% | +24.6% |
| YTD | +16.4% | +12.4% | +3.9% | +13.8% |
| 1Y | +16.5% | +12.8% | +3.7% | +13.8% |
| 3Y | +270.9% | +47.2% | +223.7% | +249.5% |
| 5Y | +289.5% | +101.1% | +188.4% | +249.0% |
| All | +930.0% | +57.4% | +872.6% | +736.1% |
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