+408.5%
APH vs GRAB
-72.0%
+480.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | +0.4% | -0.9% | +1.3% | +0.4% |
| 30D | -8.0% | +5.7% | -13.7% | -8.8% |
| 3M | -5.0% | -11.0% | +6.0% | -4.1% |
| 6M | +29.9% | -8.8% | +38.7% | +30.5% |
| YTD | +18.0% | -33.3% | +51.2% | +22.6% |
| 1Y | +11.3% | -43.4% | +54.7% | +17.7% |
| 3Y | +274.9% | +1.8% | +273.1% | +271.3% |
| 5Y | +300.6% | -80.5% | +381.1% | +313.7% |
| All | +408.5% | -72.0% | +480.5% | +408.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling