+129,097.8%
APH vs EFX
+6,702.0%
+122,395.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.7% | +8.9% | +8.4% |
| 7D | +1.1% | -2.2% | +3.3% | +1.6% |
| 30D | -7.5% | +29.2% | -36.7% | -16.4% |
| 3M | -4.4% | +3.5% | -7.9% | -7.3% |
| 6M | +26.5% | +7.8% | +18.7% | +18.8% |
| YTD | +20.0% | -12.4% | +32.5% | +20.0% |
| 1Y | +16.9% | -8.2% | +25.1% | +14.6% |
| 3Y | +288.5% | +4.7% | +283.8% | +251.6% |
| 5Y | +310.3% | -32.0% | +342.3% | +327.7% |
| 10Y | +951.3% | +69.1% | +882.2% | +644.8% |
| All | +129,097.8% | +6,702.0% | +122,395.8% | +38,579.6% |
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 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