+951.3%
APH vs BIDU
-51.3%
+1,002.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.0% | +9.2% | +8.4% |
| 7D | +1.1% | +5.4% | -4.3% | 0.0% |
| 30D | -7.5% | -5.0% | -2.4% | -6.6% |
| 3M | -4.4% | -26.1% | +21.7% | +1.2% |
| 6M | +26.5% | -42.6% | +69.0% | +39.8% |
| YTD | +20.0% | -38.0% | +58.0% | +30.2% |
| 1Y | +16.9% | -35.7% | +52.5% | +25.7% |
| 3Y | +288.5% | -22.9% | +311.4% | +289.8% |
| 5Y | +310.3% | -49.9% | +360.2% | +324.2% |
| 10Y | +951.3% | -52.0% | +1,003.2% | +849.6% |
| All | +951.3% | -51.3% | +1,002.6% | +849.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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