+306.4%
APH vs EXPE
+38.0%
+268.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.5% |
| 7D | -5.0% | -11.2% | +6.2% | -2.8% |
| 30D | -8.4% | -7.5% | -0.9% | -7.5% |
| 3M | -4.5% | -19.1% | +14.6% | -1.2% |
| 6M | +25.3% | +10.7% | +14.5% | +19.3% |
| YTD | +18.9% | -9.9% | +28.8% | +17.7% |
| 1Y | +11.9% | -4.6% | +16.6% | +9.0% |
| 3Y | +278.0% | +116.8% | +161.2% | +184.4% |
| 5Y | +306.4% | +38.6% | +267.9% | +228.1% |
| All | +306.4% | +38.0% | +268.4% | +228.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling