+119,301.1%
APH vs EOG
+7,695.8%
+111,605.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.5% | +2.6% | +3.8% |
| 7D | -5.9% | -11.1% | +5.2% | -3.3% |
| 30D | -14.8% | +2.7% | -17.5% | -15.4% |
| 3M | -12.4% | +8.8% | -21.2% | -14.5% |
| 6M | +8.1% | +10.8% | -2.7% | +4.4% |
| YTD | +10.9% | +44.6% | -33.6% | -0.3% |
| 1Y | +8.8% | +44.6% | -35.8% | -2.4% |
| 3Y | +262.1% | +29.5% | +232.6% | +230.4% |
| 5Y | +283.1% | +96.3% | +186.8% | +205.8% |
| 10Y | +908.1% | +122.4% | +785.7% | +605.6% |
| All | +119,301.1% | +7,695.8% | +111,605.3% | +55,133.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling