+61,451.9%
APH vs EFX
+6,294.6%
+55,157.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -6.4% | -41.4% | -45.5% |
| 7D | -48.7% | -6.7% | -42.0% | -46.4% |
| 30D | -51.9% | +0.1% | -52.0% | -51.2% |
| 3M | -43.6% | +3.8% | -47.4% | -44.2% |
| 6M | -37.5% | -13.5% | -24.0% | -34.3% |
| YTD | -38.6% | -17.7% | -21.0% | -35.0% |
| 1Y | -26.3% | -25.6% | -0.8% | -19.6% |
| 3Y | +89.2% | -12.1% | +101.3% | +88.8% |
| 5Y | +119.8% | -33.8% | +153.6% | +139.1% |
| 10Y | +454.3% | +45.1% | +409.1% | +329.6% |
| All | +61,451.9% | +6,294.6% | +55,157.3% | +19,419.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling