+126,376.5%
APH vs EXPD
+33,270.3%
+93,106.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.2% | -2.9% | -5.1% |
| 7D | -2.4% | +0.3% | -2.7% | -2.4% |
| 30D | -9.5% | +1.8% | -11.3% | -10.0% |
| 3M | -7.6% | +8.9% | -16.6% | -10.3% |
| 6M | +12.4% | +42.2% | -29.8% | -0.7% |
| YTD | +17.5% | +33.4% | -15.8% | +5.1% |
| 1Y | +16.4% | +47.2% | -30.8% | +0.6% |
| 3Y | +281.6% | +81.3% | +200.3% | +202.2% |
| 5Y | +317.7% | +60.2% | +257.5% | +242.0% |
| 10Y | +967.8% | +339.5% | +628.3% | +527.4% |
| All | +126,376.5% | +33,270.3% | +93,106.2% | +36,897.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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