+114,578.9%
APH vs BP
+1,115.0%
+113,463.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.0% | -7.3% | -8.6% |
| 7D | -12.7% | -11.2% | -1.5% | -9.0% |
| 30D | -19.2% | -0.7% | -18.5% | -19.2% |
| 3M | -16.7% | +9.8% | -26.5% | -19.9% |
| 6M | +5.1% | -1.6% | +6.7% | +4.1% |
| YTD | +6.6% | +33.5% | -26.9% | -6.6% |
| 1Y | +3.9% | +31.7% | -27.8% | -8.6% |
| 3Y | +246.0% | +45.1% | +200.9% | +188.8% |
| 5Y | +268.0% | +105.9% | +162.1% | +160.2% |
| 10Y | +868.2% | +134.4% | +733.8% | +507.6% |
| All | +114,578.9% | +1,115.0% | +113,463.9% | +45,269.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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