+262.1%
APH vs ETR
+146.5%
+115.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +4.1% |
| 7D | -5.9% | +0.4% | -6.3% | -6.0% |
| 30D | -14.8% | +7.5% | -22.3% | -16.3% |
| 3M | -12.4% | +4.4% | -16.9% | -13.3% |
| 6M | +8.1% | -1.5% | +9.6% | +8.2% |
| YTD | +10.9% | +21.8% | -10.8% | +5.1% |
| 1Y | +8.8% | +18.4% | -9.6% | +3.6% |
| 3Y | +262.1% | +148.5% | +113.5% | +236.6% |
| All | +262.1% | +146.5% | +115.6% | +236.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling