+282.2%
APH vs EFX
-31.2%
+313.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.2% | +6.3% | +4.7% |
| 7D | -5.9% | +2.7% | -8.6% | -6.7% |
| 30D | -14.8% | +33.1% | -47.9% | -21.8% |
| 3M | -12.4% | +8.2% | -20.6% | -15.3% |
| 6M | +8.1% | +10.2% | -2.1% | +2.4% |
| YTD | +10.9% | -11.8% | +22.8% | +12.7% |
| 1Y | +8.8% | -6.1% | +14.9% | +7.6% |
| 3Y | +262.1% | +7.5% | +254.6% | +218.3% |
| All | +282.2% | -31.2% | +313.4% | +305.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling