+12,824.6%
APH vs IJH
+1,047.0%
+11,777.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | +4.9% | +2.3% | +2.6% | +2.6% |
| 30D | -5.4% | +2.1% | -7.5% | -7.0% |
| 3M | -5.5% | -5.7% | +0.2% | +1.1% |
| 6M | +25.9% | +1.4% | +24.5% | +25.5% |
| YTD | +16.4% | +12.6% | +3.7% | +4.2% |
| 1Y | +16.5% | +16.1% | +0.4% | +1.1% |
| 3Y | +270.9% | +57.8% | +213.0% | +134.1% |
| 5Y | +289.5% | +36.8% | +252.7% | +183.1% |
| 10Y | +930.0% | +173.7% | +756.3% | +245.7% |
| All | +12,824.6% | +1,047.0% | +11,777.6% | +753.1% |
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