+951.3%
APH vs BUD
-8.7%
+960.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.3% | +6.9% | +7.8% |
| 7D | +1.1% | +1.3% | -0.2% | +0.5% |
| 30D | -7.5% | +10.0% | -17.5% | -10.8% |
| 3M | -4.4% | +1.6% | -6.0% | -5.6% |
| 6M | +26.5% | +6.5% | +20.0% | +22.5% |
| YTD | +20.0% | +34.8% | -14.8% | +6.6% |
| 1Y | +16.9% | +36.5% | -19.6% | +3.2% |
| 3Y | +288.5% | +49.0% | +239.5% | +223.4% |
| 5Y | +310.3% | +51.7% | +258.6% | +232.7% |
| 10Y | +951.3% | -7.5% | +958.8% | +793.8% |
| All | +951.3% | -8.7% | +960.0% | +793.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling