+355.9%
APH vs EOG
+173.1%
+182.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | +5.0% | +1.3% | +3.7% | +4.8% |
| 30D | -3.9% | +8.2% | -12.0% | -4.9% |
| 3M | +13.0% | +3.8% | +9.1% | +12.2% |
| 6M | +25.2% | +15.3% | +9.8% | +21.4% |
| YTD | +22.9% | +41.7% | -18.8% | +14.3% |
| 1Y | +47.8% | +23.6% | +24.3% | +41.2% |
| 3Y | +283.0% | +23.3% | +259.7% | +262.0% |
| All | +355.9% | +173.1% | +182.8% | +260.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling