+355.9%
APH vs EXPE
+111.8%
+244.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.5% | +1.2% |
| 7D | +5.0% | -9.5% | +14.5% | +7.3% |
| 30D | -3.9% | -6.6% | +2.8% | -2.7% |
| 3M | +13.0% | +31.4% | -18.4% | +4.6% |
| 6M | +25.2% | +35.2% | -10.0% | +14.7% |
| YTD | +22.9% | +5.8% | +17.1% | +18.6% |
| 1Y | +47.8% | +38.7% | +9.2% | +31.9% |
| 3Y | +283.0% | +175.8% | +107.2% | +175.4% |
| All | +355.9% | +111.8% | +244.1% | +229.1% |
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