+6,897.6%
APH vs BIDU
+1,407.1%
+5,490.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.1% | -3.2% | 0.0% |
| 7D | +5.0% | +2.4% | +2.5% | +4.4% |
| 30D | -3.9% | -10.5% | +6.6% | -1.6% |
| 3M | +13.0% | -26.2% | +39.2% | +20.3% |
| 6M | +25.2% | -16.4% | +41.5% | +28.8% |
| YTD | +22.9% | -23.9% | +46.8% | +28.9% |
| 1Y | +47.8% | +1.3% | +46.6% | +44.2% |
| 3Y | +283.0% | -32.1% | +315.1% | +294.9% |
| 5Y | +349.7% | -39.0% | +388.6% | +341.6% |
| 10Y | +1,061.2% | -44.0% | +1,105.3% | +971.7% |
| All | +6,897.6% | +1,407.1% | +5,490.5% | +3,139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling