+355.9%
APH vs AU
+668.7%
-312.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.2% |
| 7D | +5.0% | -3.6% | +8.6% | +5.4% |
| 30D | -3.9% | +23.9% | -27.8% | -6.7% |
| 3M | +13.0% | +19.1% | -6.1% | +9.9% |
| 6M | +25.2% | -0.2% | +25.3% | +23.6% |
| YTD | +22.9% | +32.5% | -9.5% | +17.0% |
| 1Y | +47.8% | +96.9% | -49.1% | +34.6% |
| 3Y | +283.0% | +614.7% | -331.7% | +199.4% |
| All | +355.9% | +668.7% | -312.8% | +248.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling