+279.2%
APH vs ITOT
+59.6%
+219.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.4% | +3.7% | +3.6% |
| 7D | -5.9% | -2.7% | -3.3% | -2.6% |
| 30D | -14.8% | -5.2% | -9.6% | -8.7% |
| 3M | -12.4% | -4.4% | -8.1% | -7.0% |
| 6M | +8.1% | +0.4% | +7.7% | +8.6% |
| YTD | +10.9% | +8.8% | +2.2% | +1.7% |
| 1Y | +8.8% | +11.0% | -2.3% | -2.3% |
| 3Y | +262.1% | +74.4% | +187.6% | +102.6% |
| All | +279.2% | +59.6% | +219.6% | +131.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling