+1,041.3%
APH vs BHP
+509.4%
+531.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -1.9% |
| 7D | +0.2% | +1.3% | -1.1% | -0.3% |
| 30D | -3.3% | +4.0% | -7.3% | -5.0% |
| 3M | +14.0% | +12.3% | +1.7% | +8.5% |
| 6M | +24.4% | +30.8% | -6.4% | +10.9% |
| YTD | +21.4% | +58.8% | -37.3% | 0.0% |
| 1Y | +48.9% | +76.8% | -27.9% | +17.2% |
| 3Y | +290.1% | +87.5% | +202.6% | +193.5% |
| 5Y | +352.8% | +123.9% | +228.9% | +203.4% |
| 10Y | +1,041.3% | +504.4% | +536.9% | +426.0% |
| All | +1,041.3% | +509.4% | +531.8% | +426.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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