+355.9%
APH vs IT
-40.5%
+396.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.5% | +1.8% |
| 7D | +5.0% | -6.0% | +11.0% | +6.2% |
| 30D | -3.9% | 0.0% | -3.9% | -4.2% |
| 3M | +13.0% | +13.1% | -0.1% | +8.8% |
| 6M | +25.2% | +11.7% | +13.5% | +19.8% |
| YTD | +22.9% | -26.1% | +49.0% | +32.8% |
| 1Y | +47.8% | -21.3% | +69.1% | +53.9% |
| 3Y | +283.0% | -46.7% | +329.8% | +354.2% |
| All | +355.9% | -40.5% | +396.5% | +386.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 5y: compounded portfolio wealth divided by compounded IT 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…
5y analysis · Full analysis span regression · 6 months rolling