+127,881.2%
APH vs BBY
+15,408.2%
+112,473.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.5% |
| 7D | -5.0% | +10.9% | -15.9% | -7.0% |
| 30D | -8.4% | +19.6% | -28.0% | -11.8% |
| 3M | -4.5% | +27.6% | -32.1% | -9.5% |
| 6M | +25.3% | +79.4% | -54.2% | +10.7% |
| YTD | +18.9% | +61.7% | -42.8% | +6.5% |
| 1Y | +11.9% | +40.3% | -28.4% | +3.0% |
| 3Y | +278.0% | +87.9% | +190.1% | +221.9% |
| 5Y | +306.4% | +0.2% | +306.2% | +284.3% |
| 10Y | +955.2% | +274.5% | +680.7% | +660.0% |
| All | +127,881.2% | +15,408.2% | +112,473.0% | +58,438.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling