+268.0%
APH vs AR
+75.2%
+192.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.8% | -6.5% | -8.9% |
| 7D | -12.7% | -11.7% | -1.0% | -10.9% |
| 30D | -19.2% | +1.8% | -21.0% | -19.5% |
| 3M | -16.7% | +6.0% | -22.7% | -17.7% |
| 6M | +5.1% | -7.0% | +12.2% | +5.8% |
| YTD | +6.6% | +5.6% | +1.0% | +3.9% |
| 1Y | +3.9% | +10.8% | -6.9% | +0.2% |
| 3Y | +246.0% | +19.3% | +226.7% | +226.0% |
| 5Y | +268.0% | +73.3% | +194.7% | +220.6% |
| All | +268.0% | +75.2% | +192.8% | +220.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling