+355.9%
APH vs BUD
+46.3%
+309.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | +0.3% | +4.7% | +4.9% |
| 30D | -3.9% | -5.7% | +1.8% | -2.7% |
| 3M | +13.0% | +3.1% | +9.9% | +11.9% |
| 6M | +25.2% | +7.9% | +17.3% | +22.0% |
| YTD | +22.9% | +27.3% | -4.4% | +15.0% |
| 1Y | +47.8% | +37.8% | +10.0% | +35.3% |
| 3Y | +283.0% | +49.8% | +233.2% | +231.1% |
| All | +355.9% | +46.3% | +309.6% | +289.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling