+310.3%
APH vs GRAB
-72.1%
+382.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.9% | +7.3% | +8.1% |
| 7D | +1.1% | +20.3% | -19.2% | -1.4% |
| 30D | -7.5% | +7.8% | -15.3% | -8.6% |
| 3M | -4.4% | -6.0% | +1.6% | -4.1% |
| 6M | +26.5% | -7.5% | +34.0% | +26.9% |
| YTD | +20.0% | -31.1% | +51.1% | +24.8% |
| 1Y | +16.9% | -38.1% | +55.0% | +23.0% |
| 3Y | +288.5% | +4.6% | +283.9% | +283.3% |
| 5Y | +310.3% | -77.9% | +388.2% | +292.2% |
| All | +310.3% | -72.1% | +382.4% | +292.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling