+300.6%
APH vs EAT
+362.5%
-61.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.9% | -3.7% | -1.4% |
| 7D | +0.4% | -8.9% | +9.3% | +2.4% |
| 30D | -8.0% | +3.4% | -11.4% | -9.0% |
| 3M | -5.0% | -9.3% | +4.3% | -3.7% |
| 6M | +29.9% | +43.8% | -13.9% | +18.2% |
| YTD | +18.0% | +39.9% | -21.9% | +7.5% |
| 1Y | +11.3% | +89.7% | -78.4% | -5.2% |
| 3Y | +274.9% | +491.3% | -216.3% | +134.4% |
| 5Y | +300.6% | +365.4% | -64.8% | +147.2% |
| All | +300.6% | +362.5% | -61.9% | +147.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling