+278.0%
APH vs EXPE
+126.3%
+151.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.6% |
| 7D | -5.0% | -11.2% | +6.2% | -3.2% |
| 30D | -8.4% | -7.5% | -0.9% | -7.6% |
| 3M | -4.5% | -19.1% | +14.6% | -1.7% |
| 6M | +25.3% | +10.7% | +14.5% | +19.7% |
| YTD | +18.9% | -9.9% | +28.8% | +17.8% |
| 1Y | +11.9% | -4.6% | +16.6% | +9.2% |
| 3Y | +278.0% | +116.8% | +161.2% | +193.0% |
| All | +278.0% | +126.3% | +151.7% | +193.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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