+291.1%
APH vs ITOT
+79.3%
+211.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.3% |
| 7D | +5.0% | +0.1% | +4.9% | +4.8% |
| 30D | -3.9% | 0.0% | -3.9% | -3.9% |
| 3M | +13.0% | +2.0% | +11.0% | +10.2% |
| 6M | +25.2% | +13.0% | +12.1% | +5.8% |
| YTD | +22.9% | +14.0% | +9.0% | +3.2% |
| 1Y | +47.8% | +19.9% | +27.9% | +16.4% |
| All | +291.1% | +79.3% | +211.8% | +104.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling