+1,771.6%
APH vs AR
-30.9%
+1,802.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.3% | +0.1% | -5.5% |
| 7D | -2.4% | -11.1% | +8.7% | -1.1% |
| 30D | -9.5% | +7.9% | -17.4% | -10.3% |
| 3M | -7.6% | +4.9% | -12.5% | -8.3% |
| 6M | +12.4% | -5.3% | +17.7% | +12.6% |
| YTD | +17.5% | +8.6% | +8.9% | +15.3% |
| 1Y | +16.4% | +13.7% | +2.7% | +13.5% |
| 3Y | +281.6% | +22.8% | +258.9% | +265.9% |
| 5Y | +317.7% | +82.0% | +235.8% | +276.6% |
| 10Y | +967.8% | +51.8% | +916.0% | +781.1% |
| All | +1,771.6% | -30.9% | +1,802.5% | +1,588.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling