+930.0%
APH vs BUD
-2.1%
+932.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.1% |
| 7D | +4.9% | +1.0% | +3.9% | +4.6% |
| 30D | -5.4% | +6.7% | -12.1% | -7.8% |
| 3M | -5.5% | +5.7% | -11.2% | -7.8% |
| 6M | +25.9% | +5.8% | +20.1% | +22.2% |
| YTD | +16.4% | +34.4% | -18.0% | +3.4% |
| 1Y | +16.5% | +33.3% | -16.8% | +3.7% |
| 3Y | +270.9% | +48.8% | +222.0% | +208.6% |
| 5Y | +289.5% | +52.5% | +237.0% | +214.8% |
| All | +930.0% | -2.1% | +932.1% | +758.5% |
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