+282.2%
APH vs EAT
+361.6%
-79.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.9% | +7.0% | +4.7% |
| 7D | -5.9% | -2.6% | -3.3% | -5.5% |
| 30D | -14.8% | +11.5% | -26.3% | -17.1% |
| 3M | -12.4% | -9.1% | -3.3% | -11.2% |
| 6M | +8.1% | +40.4% | -32.4% | -1.1% |
| YTD | +10.9% | +43.9% | -33.0% | +0.5% |
| 1Y | +8.8% | +101.9% | -93.2% | -8.5% |
| 3Y | +262.1% | +489.9% | -227.8% | +126.9% |
| All | +282.2% | +361.6% | -79.5% | +136.7% |
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