+955.2%
APH vs ESI
+306.3%
+648.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | -5.0% | -6.6% | +1.6% | -1.8% |
| 30D | -8.4% | -9.8% | +1.5% | -3.7% |
| 3M | -4.5% | -11.9% | +7.4% | +1.2% |
| 6M | +25.3% | -25.1% | +50.4% | +41.4% |
| YTD | +18.9% | +31.9% | -13.0% | +4.2% |
| 1Y | +11.9% | +19.2% | -7.3% | +2.3% |
| 3Y | +278.0% | +76.2% | +201.8% | +188.1% |
| 5Y | +306.4% | +39.4% | +267.0% | +233.3% |
| 10Y | +955.2% | +304.9% | +650.3% | +489.5% |
| All | +955.2% | +306.3% | +648.9% | +489.5% |
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