+270.9%
APH vs EOG
+43.2%
+227.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -1.8% |
| 7D | +4.9% | +7.6% | -2.7% | +4.5% |
| 30D | -5.4% | +3.4% | -8.8% | -5.6% |
| 3M | -5.5% | +12.7% | -18.2% | -6.2% |
| 6M | +25.9% | +19.0% | +6.9% | +24.2% |
| YTD | +16.4% | +55.6% | -39.2% | +6.7% |
| 1Y | +16.5% | +49.5% | -33.1% | +8.0% |
| 3Y | +270.9% | +43.2% | +227.7% | +244.6% |
| All | +270.9% | +43.2% | +227.6% | +244.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling