+420.7%
APH vs GRAB
-74.4%
+495.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.5% | +5.9% | +0.2% |
| 7D | +1.6% | -13.9% | +15.5% | +3.3% |
| 30D | -3.0% | -17.2% | +14.2% | -1.0% |
| 3M | +5.7% | -7.9% | +13.6% | +6.4% |
| 6M | +20.0% | -23.2% | +43.2% | +23.3% |
| YTD | +20.8% | -39.1% | +59.9% | +27.3% |
| 1Y | +40.2% | -42.5% | +82.8% | +48.5% |
| 3Y | +288.1% | -18.3% | +306.4% | +293.4% |
| 5Y | +352.5% | -71.7% | +424.2% | +357.1% |
| All | +420.7% | -74.4% | +495.2% | +427.9% |
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