+80,224.7%
APH vs IT
+6,228.4%
+73,996.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.0% | +8.1% | +5.1% |
| 7D | -5.9% | -16.9% | +11.0% | -2.2% |
| 30D | -14.8% | +2.3% | -17.1% | -16.1% |
| 3M | -12.4% | +2.9% | -15.3% | -14.7% |
| 6M | +8.1% | +25.9% | -17.8% | -2.0% |
| YTD | +10.9% | -24.6% | +35.6% | +12.4% |
| 1Y | +8.8% | -16.0% | +24.8% | +7.0% |
| 3Y | +262.1% | -51.6% | +313.6% | +301.3% |
| 5Y | +283.1% | -42.6% | +325.8% | +303.9% |
| 10Y | +908.1% | +103.6% | +804.5% | +667.2% |
| All | +80,224.7% | +6,228.4% | +73,996.3% | +34,502.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling