+285.6%
APH vs ESTC
+25.2%
+260.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.5% | +5.4% | +1.4% |
| 7D | +5.0% | -8.1% | +13.1% | +5.9% |
| 30D | -3.9% | +31.7% | -35.6% | -7.6% |
| 3M | +13.0% | +41.1% | -28.1% | +7.4% |
| 6M | +25.2% | +77.1% | -51.9% | +14.7% |
| YTD | +22.9% | +21.7% | +1.2% | +18.6% |
| 1Y | +47.8% | +8.4% | +39.5% | +44.5% |
| All | +285.6% | +25.2% | +260.5% | +270.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded ESTC 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling