+278.0%
APH vs BAX
-15.3%
+293.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.9% |
| 7D | -5.0% | +3.6% | -8.7% | -5.3% |
| 30D | -8.4% | +8.5% | -16.9% | -9.2% |
| 3M | -4.5% | -4.9% | +0.4% | -4.1% |
| 6M | +25.3% | +47.0% | -21.7% | +19.4% |
| YTD | +18.9% | +38.4% | -19.5% | +13.0% |
| 1Y | +11.9% | +49.1% | -37.2% | +5.2% |
| 3Y | +278.0% | -14.9% | +292.8% | +276.0% |
| All | +278.0% | -15.3% | +293.3% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 3y: compounded portfolio wealth divided by compounded BAX 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…
3y analysis · Full analysis span regression · 6 months rolling