+944.2%
APH vs EAT
+333.9%
+610.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.9% | -3.7% | -1.4% |
| 7D | +0.4% | -8.9% | +9.3% | +2.2% |
| 30D | -8.0% | +3.4% | -11.4% | -8.9% |
| 3M | -5.0% | -9.3% | +4.3% | -3.8% |
| 6M | +29.9% | +43.8% | -13.9% | +19.6% |
| YTD | +18.0% | +39.9% | -21.9% | +8.7% |
| 1Y | +11.3% | +89.7% | -78.4% | -3.5% |
| 3Y | +274.9% | +491.3% | -216.3% | +152.1% |
| 5Y | +300.6% | +365.4% | -64.8% | +171.0% |
| 10Y | +944.2% | +325.9% | +618.3% | +539.4% |
| All | +944.2% | +333.9% | +610.3% | +539.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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