+951.3%
APH vs COO
+40.7%
+910.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.5% | +5.7% | +7.3% |
| 7D | +1.1% | +4.3% | -3.2% | -0.6% |
| 30D | -7.5% | +17.6% | -25.1% | -13.2% |
| 3M | -4.4% | -13.9% | +9.4% | -0.2% |
| 6M | +26.5% | +6.6% | +19.9% | +20.5% |
| YTD | +20.0% | -22.0% | +42.0% | +29.2% |
| 1Y | +16.9% | -8.8% | +25.7% | +17.6% |
| 3Y | +288.5% | -21.5% | +310.0% | +295.1% |
| 5Y | +310.3% | -41.0% | +351.3% | +368.9% |
| 10Y | +951.3% | +40.9% | +910.4% | +773.7% |
| All | +951.3% | +40.7% | +910.6% | +773.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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