+952.6%
APH vs AU
+835.7%
+116.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.6% | +4.6% | -0.5% |
| 7D | -5.0% | +15.3% | -20.3% | -6.1% |
| 30D | -8.4% | -0.3% | -8.0% | -8.4% |
| 3M | -4.5% | -2.9% | -1.6% | -4.4% |
| 6M | +25.3% | -10.7% | +36.0% | +25.7% |
| YTD | +18.9% | +14.0% | +4.9% | +17.0% |
| 1Y | +11.9% | +32.5% | -20.6% | +9.1% |
| 3Y | +278.0% | +557.9% | -280.0% | +237.8% |
| 5Y | +306.4% | +441.0% | -134.6% | +261.3% |
| All | +952.6% | +835.7% | +116.9% | +877.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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