+352.8%
APH vs BBY
+0.9%
+351.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | +0.2% | +8.1% | -7.9% | -1.8% |
| 30D | -3.3% | +8.9% | -12.3% | -5.7% |
| 3M | +14.0% | +22.0% | -8.0% | +7.5% |
| 6M | +24.4% | +37.8% | -13.4% | +13.0% |
| YTD | +21.4% | +37.3% | -15.9% | +9.6% |
| 1Y | +48.9% | +21.6% | +27.4% | +38.8% |
| 3Y | +290.1% | +41.5% | +248.6% | +231.4% |
| 5Y | +352.8% | +1.2% | +351.6% | +287.6% |
| All | +352.8% | +0.9% | +351.9% | +287.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling