+1,055.5%
APH vs EOG
+110.7%
+944.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +5.0% | +1.3% | +3.7% | +4.7% |
| 30D | -3.9% | +8.2% | -12.0% | -5.6% |
| 3M | +13.0% | +3.8% | +9.1% | +11.5% |
| 6M | +25.2% | +15.3% | +9.8% | +19.9% |
| YTD | +22.9% | +41.7% | -18.8% | +11.8% |
| 1Y | +47.8% | +23.6% | +24.3% | +38.7% |
| 3Y | +283.0% | +23.3% | +259.7% | +255.2% |
| 5Y | +349.7% | +170.4% | +179.2% | +232.4% |
| All | +1,055.5% | +110.7% | +944.8% | +704.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling