+33,913.2%
APH vs BB
+290.1%
+33,623.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.5% | -4.9% | -8.6% |
| 7D | -12.7% | -8.9% | -3.8% | -11.4% |
| 30D | -19.2% | -12.6% | -6.5% | -17.6% |
| 3M | -16.7% | -4.1% | -12.6% | -16.7% |
| 6M | +5.1% | +49.5% | -44.3% | -3.6% |
| YTD | +6.6% | +120.8% | -114.3% | -9.0% |
| 1Y | +3.9% | +76.2% | -72.3% | -8.1% |
| 3Y | +246.0% | +123.8% | +122.2% | +180.6% |
| 5Y | +268.0% | -24.3% | +292.2% | +244.5% |
| 10Y | +868.2% | +20.1% | +848.1% | +597.5% |
| All | +33,913.2% | +290.1% | +33,623.2% | +17,917.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling