+951.3%
APH vs ESI
+323.5%
+627.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.1% | +3.1% | +5.9% |
| 7D | +1.1% | -3.5% | +4.5% | +3.0% |
| 30D | -7.5% | -9.3% | +1.8% | -3.1% |
| 3M | -4.4% | -12.8% | +8.4% | +1.7% |
| 6M | +26.5% | -24.6% | +51.1% | +42.3% |
| YTD | +20.0% | +32.7% | -12.7% | +4.9% |
| 1Y | +16.9% | +20.3% | -3.4% | +6.3% |
| 3Y | +288.5% | +80.2% | +208.3% | +193.4% |
| 5Y | +310.3% | +40.0% | +270.3% | +235.8% |
| 10Y | +951.3% | +310.8% | +640.5% | +486.4% |
| All | +951.3% | +323.5% | +627.8% | +486.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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