+1,041.3%
APH vs BIDU
-51.1%
+1,092.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.0% | +5.7% | +0.1% |
| 7D | +0.2% | -2.4% | +2.6% | +0.6% |
| 30D | -3.3% | -15.6% | +12.3% | -0.2% |
| 3M | +14.0% | -22.3% | +36.3% | +19.5% |
| 6M | +24.4% | -22.3% | +46.7% | +29.4% |
| YTD | +21.4% | -29.2% | +50.6% | +28.4% |
| 1Y | +48.9% | -14.8% | +63.8% | +50.9% |
| 3Y | +290.1% | -31.8% | +321.9% | +301.0% |
| 5Y | +352.8% | -43.1% | +395.9% | +355.4% |
| 10Y | +1,041.3% | -50.6% | +1,091.9% | +926.5% |
| All | +1,041.3% | -51.1% | +1,092.3% | +926.5% |
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