+1,062.5%
APH vs EWZ
+86.7%
+975.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | 0.0% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | -3.0% | +8.2% | -11.2% | -5.6% |
| 3M | +5.7% | +13.3% | -7.6% | +1.2% |
| 6M | +20.0% | +3.6% | +16.4% | +18.4% |
| YTD | +20.8% | +21.0% | -0.2% | +13.4% |
| 1Y | +40.2% | +34.7% | +5.6% | +27.1% |
| 3Y | +288.1% | +48.3% | +239.8% | +237.0% |
| 5Y | +352.5% | +60.1% | +292.5% | +274.4% |
| 10Y | +1,062.5% | +92.6% | +969.9% | +762.8% |
| All | +1,062.5% | +86.7% | +975.8% | +762.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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