+930.0%
APH vs ETSY
+650.4%
+279.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | +4.9% | -1.0% | +5.9% | +5.0% |
| 30D | -5.4% | +7.3% | -12.7% | -6.7% |
| 3M | -5.5% | +10.3% | -15.8% | -7.5% |
| 6M | +25.9% | +55.1% | -29.1% | +16.0% |
| YTD | +16.4% | +60.5% | -44.2% | +5.9% |
| 1Y | +16.5% | +52.2% | -35.7% | +6.9% |
| 3Y | +270.9% | +40.8% | +230.1% | +231.2% |
| 5Y | +289.5% | -67.3% | +356.8% | +317.4% |
| All | +930.0% | +650.4% | +279.6% | +594.7% |
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