+270.9%
APH vs EWJ
+66.4%
+204.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.1% | -2.0% |
| 7D | +4.9% | +4.0% | +0.9% | +1.3% |
| 30D | -5.4% | -4.3% | -1.1% | -1.4% |
| 3M | -5.5% | -6.8% | +1.4% | +1.1% |
| 6M | +25.9% | -0.9% | +26.8% | +28.2% |
| YTD | +16.4% | +14.3% | +2.1% | +5.6% |
| 1Y | +16.5% | +15.3% | +1.2% | +5.0% |
| 3Y | +270.9% | +65.6% | +205.2% | +154.7% |
| All | +270.9% | +66.4% | +204.4% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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