+127,353.0%
APH vs EIX
+893.8%
+126,459.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +11.1% | -1.5% | +12.6% | +11.5% |
| 30D | -7.3% | +8.1% | -15.4% | -9.1% |
| 3M | -6.2% | -12.1% | +6.0% | -4.6% |
| 6M | +24.9% | -13.4% | +38.3% | +26.8% |
| YTD | +18.4% | +5.6% | +12.9% | +14.2% |
| 1Y | +13.0% | +7.8% | +5.2% | +8.3% |
| 3Y | +276.4% | +9.8% | +266.6% | +252.4% |
| 5Y | +296.4% | +18.8% | +277.6% | +262.0% |
| 10Y | +948.3% | +34.4% | +913.9% | +801.0% |
| All | +127,353.0% | +893.8% | +126,459.2% | +77,986.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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