+288.5%
APH vs BBY
+91.7%
+196.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +6.7% | +1.5% | +7.1% |
| 7D | +1.1% | +10.5% | -9.5% | -0.5% |
| 30D | -7.5% | +22.1% | -29.6% | -10.7% |
| 3M | -4.4% | +31.0% | -35.4% | -9.2% |
| 6M | +26.5% | +83.2% | -56.7% | +11.4% |
| YTD | +20.0% | +65.1% | -45.0% | +7.3% |
| 1Y | +16.9% | +41.6% | -24.8% | +8.3% |
| 3Y | +288.5% | +95.6% | +192.9% | +225.5% |
| All | +288.5% | +91.7% | +196.8% | +225.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling