+5.8%
APH vs INFQ
-40.5%
+46.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.1% | -1.2% |
| 7D | +4.9% | -4.6% | +9.5% | +5.7% |
| 30D | -5.4% | -6.9% | +1.5% | -4.7% |
| 3M | -5.5% | -30.4% | +24.9% | -1.0% |
| 6M | +25.9% | -36.2% | +62.1% | +29.5% |
| All | +5.8% | -40.5% | +46.3% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 10y: compounded portfolio wealth divided by compounded INFQ 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…
10y analysis · Full analysis span regression · 6 months rolling