+1,041.3%
APH vs EOG
+110.9%
+930.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | +0.2% | -2.0% | +2.2% | +0.6% |
| 30D | -3.3% | +7.9% | -11.2% | -5.0% |
| 3M | +14.0% | +4.5% | +9.6% | +12.4% |
| 6M | +24.4% | +12.3% | +12.1% | +20.0% |
| YTD | +21.4% | +41.9% | -20.5% | +10.4% |
| 1Y | +48.9% | +27.8% | +21.1% | +38.6% |
| 3Y | +290.1% | +21.8% | +268.3% | +262.9% |
| 5Y | +352.8% | +174.0% | +178.8% | +233.7% |
| 10Y | +1,041.3% | +110.4% | +930.9% | +694.3% |
| All | +1,041.3% | +110.9% | +930.4% | +694.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EOG 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling