+288.5%
APH vs EW
+57.6%
+230.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.5% | +5.7% | +7.7% |
| 7D | +1.1% | +12.3% | -11.2% | -1.3% |
| 30D | -7.5% | +22.9% | -30.4% | -11.3% |
| 3M | -4.4% | +16.7% | -21.1% | -7.5% |
| 6M | +26.5% | +31.0% | -4.5% | +19.1% |
| YTD | +20.0% | +22.8% | -2.8% | +14.5% |
| 1Y | +16.9% | +25.6% | -8.7% | +11.0% |
| 3Y | +288.5% | +62.0% | +226.5% | +239.3% |
| All | +288.5% | +57.6% | +230.9% | +239.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 3y: compounded portfolio wealth divided by compounded EW 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…
3y analysis · Full analysis span regression · 6 months rolling