+303.8%
APH vs BB
-13.7%
+317.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.8% |
| 7D | -5.0% | +11.6% | -16.6% | -7.0% |
| 30D | -8.4% | +2.6% | -10.9% | -9.0% |
| 3M | -4.5% | +3.5% | -8.0% | -5.8% |
| 6M | +25.3% | +43.5% | -18.2% | +14.8% |
| YTD | +18.9% | +141.2% | -122.2% | -2.0% |
| 1Y | +11.9% | +97.4% | -85.5% | -4.5% |
| 3Y | +278.0% | +151.1% | +126.9% | +192.6% |
| All | +303.8% | -13.7% | +317.5% | +281.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling