+61,451.9%
APH vs COO
+5,988.7%
+55,463.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.7% | -47.1% | -47.7% |
| 7D | -48.7% | -1.9% | -46.8% | -48.6% |
| 30D | -51.9% | -7.0% | -44.9% | -51.6% |
| 3M | -43.6% | +12.2% | -55.8% | -44.2% |
| 6M | -37.5% | -15.1% | -22.4% | -36.7% |
| YTD | -38.6% | -15.1% | -23.5% | -37.8% |
| 1Y | -26.3% | +2.3% | -28.7% | -26.7% |
| 3Y | +89.2% | -23.7% | +112.9% | +92.1% |
| 5Y | +119.8% | -38.9% | +158.7% | +127.1% |
| 10Y | +454.3% | +49.9% | +404.3% | +435.1% |
| All | +61,451.9% | +5,988.7% | +55,463.2% | +52,997.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling