+291.1%
APH vs EWZ
+47.9%
+243.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.2% |
| 7D | +5.0% | +6.5% | -1.5% | +2.0% |
| 30D | -3.9% | +4.8% | -8.7% | -6.0% |
| 3M | +13.0% | +9.9% | +3.1% | +8.1% |
| 6M | +25.2% | +1.9% | +23.2% | +23.5% |
| YTD | +22.9% | +20.3% | +2.6% | +14.4% |
| 1Y | +47.8% | +35.6% | +12.2% | +31.4% |
| All | +291.1% | +47.9% | +243.2% | +222.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling