+285.2%
APH vs BIDU
-54.4%
+339.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | +4.9% | -4.6% | +9.4% | +5.7% |
| 30D | -5.4% | -4.5% | -0.8% | -4.7% |
| 3M | -5.5% | -25.4% | +19.9% | -0.9% |
| 6M | +25.9% | -48.1% | +74.0% | +39.4% |
| YTD | +16.4% | -40.2% | +56.6% | +25.3% |
| 1Y | +16.5% | -35.2% | +51.7% | +23.9% |
| 3Y | +270.9% | -27.1% | +298.0% | +276.6% |
| All | +285.2% | -54.4% | +339.6% | +299.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling