+126,376.5%
APH vs D
+1,819.2%
+124,557.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.4% | -10.6% | -7.7% |
| 7D | -2.4% | +8.5% | -10.9% | -5.3% |
| 30D | -9.5% | +14.3% | -23.8% | -13.9% |
| 3M | -7.6% | +1.8% | -9.4% | -8.6% |
| 6M | +12.4% | +13.0% | -0.7% | +6.5% |
| YTD | +17.5% | +22.7% | -5.2% | +8.0% |
| 1Y | +16.4% | +22.6% | -6.2% | +6.8% |
| 3Y | +281.6% | +84.2% | +197.4% | +192.1% |
| 5Y | +317.7% | +15.8% | +302.0% | +277.6% |
| 10Y | +967.8% | +45.8% | +922.0% | +753.7% |
| All | +126,376.5% | +1,819.2% | +124,557.4% | +60,465.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling