+37.5%
APH vs ITOT
+17.7%
+19.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.4% |
| 7D | +1.6% | -0.4% | +2.0% | +2.3% |
| 30D | -3.0% | -1.6% | -1.4% | -0.3% |
| 3M | +5.7% | +3.5% | +2.2% | -0.3% |
| 6M | +20.0% | +13.1% | +6.9% | -3.4% |
| YTD | +20.8% | +12.7% | +8.1% | -1.7% |
| All | +37.5% | +17.7% | +19.8% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling