+944.2%
APH vs EOG
+131.8%
+812.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.1% |
| 7D | +0.4% | +4.6% | -4.2% | -0.5% |
| 30D | -8.0% | +2.9% | -10.8% | -8.6% |
| 3M | -5.0% | +8.0% | -13.0% | -6.8% |
| 6M | +29.9% | +17.0% | +12.9% | +24.6% |
| YTD | +18.0% | +51.1% | -33.1% | +5.7% |
| 1Y | +11.3% | +45.1% | -33.8% | +0.6% |
| 3Y | +274.9% | +39.4% | +235.5% | +238.5% |
| 5Y | +300.6% | +105.6% | +195.0% | +218.8% |
| 10Y | +944.2% | +133.5% | +810.7% | +625.9% |
| All | +944.2% | +131.8% | +812.4% | +625.9% |
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