+270.9%
APH vs EWT
+157.5%
+113.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | +4.9% | +9.1% | -4.2% | -2.3% |
| 30D | -5.4% | -12.2% | +6.8% | +4.3% |
| 3M | -5.5% | -9.4% | +4.0% | +1.9% |
| 6M | +25.9% | +2.7% | +23.3% | +22.5% |
| YTD | +16.4% | +53.3% | -36.9% | -19.4% |
| 1Y | +16.5% | +59.2% | -42.7% | -21.7% |
| 3Y | +270.9% | +157.1% | +113.8% | +84.2% |
| All | +270.9% | +157.5% | +113.4% | +84.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling