+955.2%
APH vs BHP
+330.6%
+624.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.1% |
| 7D | -5.0% | +3.8% | -8.9% | -6.4% |
| 30D | -8.4% | -6.5% | -1.9% | -5.7% |
| 3M | -4.5% | -8.5% | +4.0% | -1.1% |
| 6M | +25.3% | -2.2% | +27.4% | +25.9% |
| YTD | +18.9% | +40.0% | -21.1% | +3.0% |
| 1Y | +11.9% | +51.3% | -39.4% | -6.0% |
| 3Y | +278.0% | +56.5% | +221.4% | +205.9% |
| 5Y | +306.4% | +130.2% | +176.2% | +167.6% |
| 10Y | +955.2% | +336.5% | +618.7% | +445.4% |
| All | +955.2% | +330.6% | +624.5% | +445.4% |
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