+5,722.6%
APH vs EXPE
+769.8%
+4,952.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -13.7% | +4.4% | -5.5% |
| 7D | -12.7% | -3.6% | -9.1% | -12.3% |
| 30D | -19.2% | +4.8% | -23.9% | -21.0% |
| 3M | -16.7% | -14.6% | -2.0% | -14.3% |
| 6M | +5.1% | +10.0% | -4.8% | -0.2% |
| YTD | +6.6% | -3.3% | +9.8% | +3.3% |
| 1Y | +3.9% | +28.4% | -24.5% | -7.8% |
| 3Y | +246.0% | +145.1% | +100.9% | +144.5% |
| 5Y | +268.0% | +51.6% | +216.3% | +184.4% |
| 10Y | +868.2% | +128.8% | +739.4% | +493.6% |
| All | +5,722.6% | +769.8% | +4,952.8% | +1,451.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling