+282.2%
APH vs EWT
+103.1%
+179.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.9% | +0.2% | +1.0% |
| 7D | -5.9% | -11.7% | +5.8% | +3.6% |
| 30D | -14.8% | -23.2% | +8.4% | +4.9% |
| 3M | -12.4% | -12.5% | +0.1% | -2.6% |
| 6M | +8.1% | -5.9% | +14.0% | +12.3% |
| YTD | +10.9% | +40.5% | -29.5% | -17.6% |
| 1Y | +8.8% | +43.7% | -35.0% | -20.6% |
| 3Y | +262.1% | +136.6% | +125.4% | +74.9% |
| All | +282.2% | +103.1% | +179.0% | +113.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling