+282.2%
APH vs EXPE
+43.3%
+238.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.9% | +9.0% | +5.1% |
| 7D | -5.9% | -9.3% | +3.4% | -4.3% |
| 30D | -14.8% | +0.1% | -14.9% | -15.5% |
| 3M | -12.4% | -15.3% | +2.9% | -10.3% |
| 6M | +8.1% | +5.5% | +2.6% | +4.2% |
| YTD | +10.9% | -8.0% | +18.9% | +9.3% |
| 1Y | +8.8% | +18.9% | -10.1% | -0.2% |
| 3Y | +262.1% | +135.5% | +126.5% | +166.5% |
| All | +282.2% | +43.3% | +238.8% | +209.3% |
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