+262.1%
APH vs D
+79.5%
+182.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +4.0% |
| 7D | -5.9% | +3.0% | -8.9% | -5.6% |
| 30D | -14.8% | +11.5% | -26.3% | -13.9% |
| 3M | -12.4% | +3.7% | -16.2% | -11.8% |
| 6M | +8.1% | +13.5% | -5.5% | +9.0% |
| YTD | +10.9% | +20.7% | -9.8% | +12.3% |
| 1Y | +8.8% | +18.2% | -9.5% | +10.0% |
| 3Y | +262.1% | +73.3% | +188.8% | +259.5% |
| All | +262.1% | +79.5% | +182.5% | +259.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 3y: compounded portfolio wealth divided by compounded D 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…
3y analysis · Full analysis span regression · 6 months rolling