+779.1%
APH vs EQX
+238.5%
+540.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | +0.2% | +3.8% | -3.6% | -0.2% |
| 30D | -3.3% | +9.4% | -12.7% | -4.4% |
| 3M | +14.0% | +16.8% | -2.8% | +11.8% |
| 6M | +24.4% | -23.7% | +48.1% | +26.6% |
| YTD | +21.4% | -9.6% | +31.0% | +21.2% |
| 1Y | +48.9% | +29.1% | +19.8% | +43.7% |
| 3Y | +290.1% | +175.3% | +114.8% | +246.8% |
| 5Y | +352.8% | +77.3% | +275.5% | +300.5% |
| All | +779.1% | +238.5% | +540.6% | +836.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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