+8,859.3%
APH vs ITOT
+896.7%
+7,962.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.2% |
| 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% | +10.8% |
| 6M | +25.2% | +13.0% | +12.1% | +9.1% |
| YTD | +22.9% | +14.0% | +9.0% | +6.5% |
| 1Y | +47.8% | +19.9% | +27.9% | +21.1% |
| 3Y | +283.0% | +75.8% | +207.2% | +105.2% |
| 5Y | +349.7% | +73.8% | +275.8% | +143.8% |
| 10Y | +1,061.2% | +295.9% | +765.3% | +139.6% |
| All | +8,859.3% | +896.7% | +7,962.6% | +506.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling