+126,376.5%
APH vs B
+422.2%
+125,954.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +8.3% | -14.5% | -6.8% |
| 7D | -2.4% | +1.1% | -3.5% | -2.6% |
| 30D | -9.5% | +0.3% | -9.8% | -9.5% |
| 3M | -7.6% | +5.4% | -13.1% | -8.2% |
| 6M | +12.4% | +5.5% | +6.9% | +11.5% |
| YTD | +17.5% | -6.3% | +23.8% | +17.6% |
| 1Y | +16.4% | +29.4% | -13.0% | +13.7% |
| 3Y | +281.6% | +160.3% | +121.4% | +252.2% |
| 5Y | +317.7% | +144.6% | +173.1% | +284.7% |
| 10Y | +967.8% | +169.3% | +798.5% | +861.7% |
| All | +126,376.5% | +422.2% | +125,954.4% | +124,157.0% |
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