+282.2%
APH vs ETR
+152.2%
+130.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +4.0% |
| 7D | -5.9% | +0.4% | -6.3% | -6.1% |
| 30D | -14.8% | +7.5% | -22.3% | -16.8% |
| 3M | -12.4% | +4.4% | -16.9% | -13.7% |
| 6M | +8.1% | -1.5% | +9.6% | +8.2% |
| YTD | +10.9% | +21.8% | -10.8% | +3.2% |
| 1Y | +8.8% | +18.4% | -9.6% | +2.1% |
| 3Y | +262.1% | +148.5% | +113.5% | +165.6% |
| All | +282.2% | +152.2% | +130.0% | +169.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling