+1,062.4%
APH vs ETSY
+403.1%
+659.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.2% |
| 7D | +1.6% | -12.9% | +14.5% | +3.8% |
| 30D | -3.0% | -11.5% | +8.5% | -1.4% |
| 3M | +5.7% | +3.5% | +2.2% | +4.4% |
| 6M | +20.0% | +27.6% | -7.6% | +14.2% |
| YTD | +20.8% | +28.4% | -7.6% | +14.5% |
| 1Y | +40.2% | +27.1% | +13.2% | +31.8% |
| 3Y | +288.1% | +6.0% | +282.1% | +263.9% |
| 5Y | +352.5% | -67.1% | +419.7% | +384.8% |
| 10Y | +1,062.4% | +421.9% | +640.5% | +735.0% |
| All | +1,062.4% | +403.1% | +659.3% | +735.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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