+114,578.9%
APH vs B
+424.9%
+114,154.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.9% | -9.4% |
| 7D | -12.7% | +4.3% | -17.0% | -13.1% |
| 30D | -19.2% | -0.9% | -18.2% | -19.2% |
| 3M | -16.7% | -1.4% | -15.3% | -16.7% |
| 6M | +5.1% | +5.0% | +0.1% | +4.4% |
| YTD | +6.6% | -5.8% | +12.4% | +6.6% |
| 1Y | +3.9% | +25.6% | -21.7% | +1.7% |
| 3Y | +246.0% | +161.6% | +84.4% | +219.2% |
| 5Y | +268.0% | +135.2% | +132.8% | +239.7% |
| 10Y | +868.2% | +170.7% | +697.5% | +771.6% |
| All | +114,578.9% | +424.9% | +114,154.0% | +112,514.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling