+4,505.0%
APH vs BR
+1,321.0%
+3,184.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.2% | +2.6% |
| 7D | +5.0% | -5.3% | +10.2% | +7.9% |
| 30D | -3.9% | +6.4% | -10.3% | -7.5% |
| 3M | +13.0% | +13.6% | -0.7% | +3.8% |
| 6M | +25.2% | -6.7% | +31.9% | +26.9% |
| YTD | +22.9% | -21.1% | +44.0% | +35.1% |
| 1Y | +47.8% | -29.6% | +77.4% | +72.4% |
| 3Y | +283.0% | -2.4% | +285.4% | +265.0% |
| 5Y | +349.7% | +11.2% | +338.4% | +291.1% |
| 10Y | +1,061.2% | +191.8% | +869.5% | +462.4% |
| All | +4,505.0% | +1,321.0% | +3,184.0% | +728.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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