+1,062.4%
APH vs EQT
+50.2%
+1,012.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | +1.6% | -2.0% | +3.6% | +1.9% |
| 30D | -3.0% | +1.0% | -4.0% | -3.1% |
| 3M | +5.7% | +4.0% | +1.7% | +5.1% |
| 6M | +20.0% | -11.7% | +31.7% | +21.5% |
| YTD | +20.8% | +2.8% | +18.0% | +19.8% |
| 1Y | +40.2% | +10.0% | +30.2% | +37.7% |
| 3Y | +288.1% | +34.1% | +254.0% | +269.9% |
| 5Y | +352.5% | +195.3% | +157.3% | +291.6% |
| 10Y | +1,062.4% | +51.6% | +1,010.9% | +897.6% |
| All | +1,062.4% | +50.2% | +1,012.3% | +897.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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