+270.9%
APH vs ETR
+155.2%
+115.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +4.9% | +1.2% | +3.7% | +4.6% |
| 30D | -5.4% | +7.0% | -12.4% | -6.9% |
| 3M | -5.5% | +4.6% | -10.1% | -6.5% |
| 6M | +25.9% | +0.1% | +25.8% | +25.5% |
| YTD | +16.4% | +23.2% | -6.8% | +9.9% |
| 1Y | +16.5% | +20.6% | -4.1% | +10.5% |
| 3Y | +270.9% | +156.3% | +114.6% | +238.7% |
| All | +270.9% | +155.2% | +115.7% | +238.7% |
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