+1,030.0%
APH vs ETSY
+190.1%
+839.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.7% | +5.9% | +4.4% |
| 7D | -5.9% | +1.1% | -7.0% | -6.2% |
| 30D | -14.8% | +25.8% | -40.6% | -17.7% |
| 3M | -12.4% | +9.3% | -21.7% | -14.0% |
| 6M | +8.1% | +38.4% | -30.4% | +2.2% |
| YTD | +10.9% | +62.2% | -51.3% | +2.1% |
| 1Y | +8.8% | +58.3% | -49.6% | +0.3% |
| 3Y | +262.1% | +42.6% | +219.5% | +227.8% |
| 5Y | +283.1% | -65.4% | +348.6% | +301.7% |
| 10Y | +908.1% | +685.4% | +222.7% | +630.4% |
| All | +1,030.0% | +190.1% | +839.9% | +708.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling