+352.8%
APH vs EQT
+185.3%
+167.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +0.2% | -0.8% | +1.1% | +0.3% |
| 30D | -3.3% | +6.6% | -10.0% | -4.4% |
| 3M | +14.0% | +4.4% | +9.7% | +13.1% |
| 6M | +24.4% | -10.5% | +34.9% | +26.3% |
| YTD | +21.4% | +3.7% | +17.7% | +19.8% |
| 1Y | +48.9% | +9.9% | +39.1% | +45.0% |
| 3Y | +290.1% | +35.4% | +254.8% | +263.8% |
| 5Y | +352.8% | +189.2% | +163.6% | +281.6% |
| All | +352.8% | +185.3% | +167.5% | +281.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling