+6,640.9%
APH vs BIDU
+1,076.2%
+5,564.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +1.0% |
| 7D | +11.1% | -2.3% | +13.5% | +11.7% |
| 30D | -7.3% | -7.3% | 0.0% | -5.8% |
| 3M | -6.2% | -26.0% | +19.8% | 0.0% |
| 6M | +24.9% | -44.5% | +69.4% | +41.0% |
| YTD | +18.4% | -40.6% | +59.0% | +30.9% |
| 1Y | +13.0% | -39.8% | +52.8% | +24.4% |
| 3Y | +276.4% | -26.7% | +303.1% | +281.4% |
| 5Y | +296.4% | -54.5% | +350.9% | +316.4% |
| 10Y | +948.3% | -52.4% | +1,000.7% | +901.2% |
| All | +6,640.9% | +1,076.2% | +5,564.7% | +3,191.2% |
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