+285.2%
APH vs EAT
+363.9%
-78.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | +4.9% | -4.0% | +8.9% | +5.7% |
| 30D | -5.4% | -2.9% | -2.5% | -5.1% |
| 3M | -5.5% | -16.9% | +11.4% | -2.2% |
| 6M | +25.9% | +57.0% | -31.0% | +12.4% |
| YTD | +16.4% | +38.2% | -21.8% | +6.2% |
| 1Y | +16.5% | +69.3% | -52.8% | +1.7% |
| 3Y | +270.9% | +483.0% | -212.1% | +132.0% |
| All | +285.2% | +363.9% | -78.7% | +136.1% |
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