+951.3%
APH vs EWT
+418.9%
+532.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +7.2% | +1.0% | +2.5% |
| 7D | +1.1% | -5.0% | +6.1% | +5.1% |
| 30D | -7.5% | -16.3% | +8.8% | +6.5% |
| 3M | -4.4% | -7.2% | +2.8% | +1.5% |
| 6M | +26.5% | -0.5% | +26.9% | +25.9% |
| YTD | +20.0% | +50.6% | -30.5% | -14.9% |
| 1Y | +16.9% | +54.8% | -38.0% | -18.9% |
| 3Y | +288.5% | +155.5% | +133.0% | +79.2% |
| 5Y | +310.3% | +116.4% | +193.9% | +114.8% |
| 10Y | +951.3% | +421.4% | +529.9% | +198.7% |
| All | +951.3% | +418.9% | +532.4% | +198.7% |
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