+61,451.9%
APH vs B
+482.3%
+60,969.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.2% | -47.6% | -47.8% |
| 7D | -48.7% | -5.1% | -43.6% | -48.5% |
| 30D | -51.9% | +9.4% | -61.4% | -52.3% |
| 3M | -43.6% | +5.0% | -48.5% | -43.8% |
| 6M | -37.5% | -3.5% | -34.0% | -37.6% |
| YTD | -38.6% | +4.5% | -43.1% | -39.1% |
| 1Y | -26.3% | +67.8% | -94.1% | -29.5% |
| 3Y | +89.2% | +196.7% | -107.5% | +73.0% |
| 5Y | +119.8% | +151.9% | -32.1% | +101.8% |
| 10Y | +454.3% | +202.2% | +252.1% | +394.6% |
| All | +61,451.9% | +482.3% | +60,969.7% | +59,909.3% |
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