+6,215.1%
APH vs BIDU
+1,140.5%
+5,074.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.0% | +1.1% | +3.5% |
| 7D | -5.9% | +7.2% | -13.1% | -7.4% |
| 30D | -14.8% | -4.0% | -10.8% | -14.0% |
| 3M | -12.4% | -25.1% | +12.7% | -6.9% |
| 6M | +8.1% | -41.8% | +49.8% | +20.6% |
| YTD | +10.9% | -37.3% | +48.3% | +21.3% |
| 1Y | +8.8% | -35.6% | +44.3% | +18.0% |
| 3Y | +262.1% | -24.5% | +286.5% | +264.6% |
| 5Y | +283.1% | -48.3% | +331.4% | +290.8% |
| 10Y | +908.1% | -51.2% | +959.3% | +858.3% |
| All | +6,215.1% | +1,140.5% | +5,074.6% | +2,948.6% |
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 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