+61,451.9%
APH vs ETR
+3,175.6%
+58,276.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.9% | -48.7% | -48.1% |
| 7D | -48.7% | +0.7% | -49.4% | -49.0% |
| 30D | -51.9% | +1.0% | -52.9% | -52.2% |
| 3M | -43.6% | -1.3% | -42.3% | -43.6% |
| 6M | -37.5% | +1.9% | -39.4% | -38.4% |
| YTD | -38.6% | +18.2% | -56.8% | -42.1% |
| 1Y | -26.3% | +24.7% | -51.0% | -31.7% |
| 3Y | +89.2% | +150.7% | -61.5% | +39.1% |
| 5Y | +119.8% | +127.0% | -7.2% | +65.4% |
| 10Y | +454.3% | +295.5% | +158.8% | +249.8% |
| All | +61,451.9% | +3,175.6% | +58,276.4% | +32,729.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling