+352.8%
APH vs ET
+235.7%
+117.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.2% |
| 7D | +0.2% | +0.4% | -0.2% | 0.0% |
| 30D | -3.3% | +6.9% | -10.2% | -5.8% |
| 3M | +14.0% | +13.1% | +1.0% | +8.4% |
| 6M | +24.4% | +18.7% | +5.7% | +15.5% |
| YTD | +21.4% | +37.4% | -16.0% | +5.6% |
| 1Y | +48.9% | +34.8% | +14.1% | +30.5% |
| 3Y | +290.1% | +96.8% | +193.3% | +203.7% |
| 5Y | +352.8% | +238.2% | +114.6% | +212.8% |
| All | +352.8% | +235.7% | +117.1% | +212.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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