+8,550.9%
APH vs EWZ
+359.3%
+8,191.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | +0.4% | +0.6% | -0.2% | +0.3% |
| 30D | -8.0% | -25.5% | +17.5% | +1.8% |
| 3M | -5.0% | -4.5% | -0.5% | -5.1% |
| 6M | +29.9% | -15.3% | +45.2% | +35.8% |
| YTD | +18.0% | +3.1% | +14.9% | +14.3% |
| 1Y | +11.3% | +1.2% | +10.1% | +8.5% |
| 3Y | +274.9% | +19.3% | +255.7% | +238.3% |
| 5Y | +300.6% | +52.3% | +248.3% | +218.8% |
| 10Y | +944.2% | +67.0% | +877.2% | +608.5% |
| All | +8,550.9% | +359.3% | +8,191.5% | +3,813.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling