+944.2%
APH vs ETN
+544.7%
+399.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.9% |
| 7D | +0.4% | +2.4% | -2.1% | -0.9% |
| 30D | -8.0% | -15.2% | +7.2% | +2.0% |
| 3M | -5.0% | -21.2% | +16.2% | +9.9% |
| 6M | +29.9% | -13.5% | +43.4% | +40.5% |
| YTD | +18.0% | +14.5% | +3.4% | +6.2% |
| 1Y | +11.3% | -0.9% | +12.2% | +9.6% |
| 3Y | +274.9% | +68.6% | +206.3% | +166.3% |
| 5Y | +300.6% | +129.0% | +171.5% | +132.6% |
| 10Y | +944.2% | +556.1% | +388.1% | +269.2% |
| All | +944.2% | +544.7% | +399.5% | +269.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETN.
Daily Out/Under-Performance
Portfolio return minus ETN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETN 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 ETN 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