+129,904.6%
APH vs IDXX
+28,322.1%
+101,582.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | +1.6% | -4.4% | +6.0% | +2.6% |
| 30D | -3.0% | -13.5% | +10.5% | +0.1% |
| 3M | +5.7% | -11.0% | +16.8% | +8.0% |
| 6M | +20.0% | -15.6% | +35.6% | +24.0% |
| YTD | +20.8% | -23.9% | +44.7% | +27.6% |
| 1Y | +40.2% | -21.4% | +61.7% | +46.7% |
| 3Y | +288.1% | +10.6% | +277.5% | +268.8% |
| 5Y | +352.5% | -23.9% | +376.4% | +359.9% |
| 10Y | +1,062.5% | +368.4% | +694.0% | +702.7% |
| All | +129,904.6% | +28,322.1% | +101,582.6% | +48,371.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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