+1,030.6%
APH vs BBY
+242.2%
+788.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | -2.2% | +0.7% | -2.9% | -2.4% |
| 30D | -4.0% | +5.8% | -9.8% | -5.8% |
| 3M | +7.7% | +18.0% | -10.3% | +2.0% |
| 6M | +17.8% | +39.8% | -22.1% | +5.6% |
| YTD | +19.2% | +35.4% | -16.2% | +7.0% |
| 1Y | +35.7% | +21.4% | +14.3% | +25.4% |
| 3Y | +282.9% | +39.5% | +243.4% | +225.9% |
| 5Y | +345.6% | -0.5% | +346.1% | +307.6% |
| All | +1,030.6% | +242.2% | +788.5% | +708.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling