+930.0%
APH vs AU
+818.2%
+111.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.6% |
| 7D | +4.9% | -7.2% | +12.1% | +5.5% |
| 30D | -5.4% | -2.9% | -2.5% | -5.2% |
| 3M | -5.5% | -8.7% | +3.2% | -4.9% |
| 6M | +25.9% | -14.1% | +40.1% | +26.8% |
| YTD | +16.4% | +4.8% | +11.6% | +15.2% |
| 1Y | +16.5% | +11.9% | +4.6% | +14.8% |
| 3Y | +270.9% | +513.8% | -243.0% | +233.4% |
| 5Y | +289.5% | +379.3% | -89.8% | +248.6% |
| All | +930.0% | +818.2% | +111.8% | +866.1% |
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