+277.4%
APH vs EFX
+4.1%
+273.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | +11.1% | -3.6% | +14.8% | +11.5% |
| 30D | -7.3% | +25.3% | -32.6% | -10.4% |
| 3M | -6.2% | +3.8% | -10.0% | -6.9% |
| 6M | +24.9% | +12.7% | +12.2% | +20.6% |
| YTD | +18.4% | -13.1% | +31.6% | +21.8% |
| 1Y | +13.0% | -9.3% | +22.3% | +14.5% |
| All | +277.4% | +4.1% | +273.3% | +250.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling