+948.3%
APH vs B
+218.7%
+729.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.8% |
| 7D | +11.1% | -6.2% | +17.3% | +12.1% |
| 30D | -7.3% | -6.6% | -0.7% | -6.5% |
| 3M | -6.2% | -7.9% | +1.7% | -5.3% |
| 6M | +24.9% | -16.8% | +41.7% | +27.3% |
| YTD | +18.4% | -11.7% | +30.1% | +19.4% |
| 1Y | +13.0% | +3.5% | +9.5% | +11.8% |
| 3Y | +276.4% | +165.7% | +110.7% | +235.8% |
| 5Y | +296.4% | +108.4% | +188.0% | +256.3% |
| All | +948.3% | +218.7% | +729.6% | +848.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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