+952.6%
APH vs BIDU
-50.9%
+1,003.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.6% |
| 7D | -5.0% | +3.6% | -8.6% | -5.7% |
| 30D | -8.4% | -6.6% | -1.8% | -7.1% |
| 3M | -4.5% | -27.2% | +22.7% | +1.4% |
| 6M | +25.3% | -43.5% | +68.8% | +38.9% |
| YTD | +18.9% | -39.0% | +57.9% | +29.4% |
| 1Y | +11.9% | -39.8% | +51.7% | +21.9% |
| 3Y | +278.0% | -24.8% | +302.7% | +281.0% |
| 5Y | +306.4% | -50.7% | +357.1% | +321.5% |
| All | +952.6% | -50.9% | +1,003.6% | +848.6% |
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