+1,041.3%
APH vs ETR
+295.2%
+746.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.7% |
| 7D | +0.2% | +1.4% | -1.2% | -0.3% |
| 30D | -3.3% | +1.9% | -5.2% | -4.1% |
| 3M | +14.0% | +1.0% | +13.1% | +13.3% |
| 6M | +24.4% | +4.8% | +19.6% | +21.3% |
| YTD | +21.4% | +19.5% | +1.9% | +12.4% |
| 1Y | +48.9% | +28.1% | +20.8% | +34.1% |
| 3Y | +290.1% | +151.1% | +139.0% | +162.4% |
| 5Y | +352.8% | +125.2% | +227.7% | +215.1% |
| 10Y | +1,041.3% | +291.1% | +750.1% | +606.0% |
| All | +1,041.3% | +295.2% | +746.1% | +606.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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