+11.9%
APH vs EFX
-8.7%
+20.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -1.0% |
| 7D | -5.0% | +0.3% | -5.3% | -4.9% |
| 30D | -8.4% | +29.1% | -37.5% | -5.1% |
| 3M | -4.5% | +4.3% | -8.8% | -3.3% |
| 6M | +25.3% | +7.7% | +17.5% | +27.7% |
| YTD | +18.9% | -12.5% | +31.4% | +22.3% |
| 1Y | +11.9% | -8.8% | +20.8% | +14.6% |
| All | +11.9% | -8.7% | +20.6% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling