+341.5%
APH vs BOXX
+18.4%
+323.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.2% | 0.0% | -2.3% | -2.2% |
| 30D | -4.0% | +0.3% | -4.3% | -4.0% |
| 3M | +7.7% | +1.0% | +6.7% | +7.4% |
| 6M | +17.8% | +1.9% | +15.8% | +16.0% |
| YTD | +19.2% | +2.6% | +16.5% | +16.8% |
| 1Y | +35.7% | +4.0% | +31.7% | +33.5% |
| 3Y | +282.9% | +14.6% | +268.3% | +321.7% |
| All | +341.5% | +18.4% | +323.1% | +477.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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