+401.6%
APH vs GRAB
-72.8%
+474.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +4.9% | -5.0% | +9.9% | +5.5% |
| 30D | -5.4% | +11.3% | -16.7% | -6.8% |
| 3M | -5.5% | -12.4% | +7.0% | -4.4% |
| 6M | +25.9% | -10.7% | +36.7% | +26.8% |
| YTD | +16.4% | -35.1% | +51.4% | +21.3% |
| 1Y | +16.5% | -41.5% | +58.0% | +22.8% |
| 3Y | +270.9% | -2.7% | +273.6% | +269.0% |
| 5Y | +289.5% | -80.2% | +369.7% | +302.5% |
| All | +401.6% | -72.8% | +474.3% | +403.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 10y: compounded portfolio wealth divided by compounded GRAB 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…
10y analysis · Full analysis span regression · 6 months rolling