+948.3%
APH vs AR
+57.2%
+891.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.2% |
| 7D | +11.1% | +6.4% | +4.7% | +10.4% |
| 30D | -7.3% | +3.1% | -10.4% | -7.7% |
| 3M | -6.2% | +3.3% | -9.4% | -6.7% |
| 6M | +24.9% | +6.6% | +18.4% | +23.5% |
| YTD | +18.4% | +12.3% | +6.1% | +15.8% |
| 1Y | +13.0% | +12.3% | +0.7% | +10.4% |
| 3Y | +276.4% | +50.4% | +225.9% | +253.9% |
| 5Y | +296.4% | +101.0% | +195.4% | +255.2% |
| All | +948.3% | +57.2% | +891.1% | +751.1% |
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