+352.8%
APH vs GRAB
-69.6%
+422.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.7% | -0.6% |
| 7D | +0.2% | -6.1% | +6.3% | +0.9% |
| 30D | -3.3% | -11.2% | +7.9% | -2.0% |
| 3M | +14.0% | -2.4% | +16.4% | +14.1% |
| 6M | +24.4% | -18.3% | +42.8% | +27.1% |
| YTD | +21.4% | -34.9% | +56.3% | +27.2% |
| 1Y | +48.9% | -37.4% | +86.3% | +56.6% |
| 3Y | +290.1% | -12.6% | +302.7% | +292.9% |
| 5Y | +352.8% | -69.7% | +422.6% | +336.9% |
| All | +352.8% | -69.6% | +422.4% | +336.9% |
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 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