+1,041.3%
APH vs EWT
+493.5%
+547.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -0.8% |
| 7D | +0.2% | +1.6% | -1.4% | -1.0% |
| 30D | -3.3% | +8.2% | -11.5% | -9.0% |
| 3M | +14.0% | +11.1% | +3.0% | +4.6% |
| 6M | +24.4% | +60.4% | -36.0% | -15.9% |
| YTD | +21.4% | +75.6% | -54.1% | -23.5% |
| 1Y | +48.9% | +91.3% | -42.4% | -12.3% |
| 3Y | +290.1% | +200.3% | +89.8% | +59.8% |
| 5Y | +352.8% | +156.4% | +196.4% | +108.8% |
| 10Y | +1,041.3% | +495.8% | +545.5% | +188.0% |
| All | +1,041.3% | +493.5% | +547.8% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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