+13,555.1%
APH vs IJH
+1,075.9%
+12,479.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.7% |
| 7D | +5.0% | +0.1% | +4.8% | +4.8% |
| 30D | -3.9% | -1.5% | -2.4% | -2.3% |
| 3M | +13.0% | +0.8% | +12.2% | +12.5% |
| 6M | +25.2% | +7.6% | +17.6% | +16.8% |
| YTD | +22.9% | +15.5% | +7.5% | +6.7% |
| 1Y | +47.8% | +16.9% | +30.9% | +26.5% |
| 3Y | +283.0% | +48.1% | +235.0% | +156.6% |
| 5Y | +349.7% | +47.8% | +301.8% | +199.7% |
| 10Y | +1,061.2% | +178.6% | +882.7% | +280.2% |
| All | +13,555.1% | +1,075.9% | +12,479.3% | +773.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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