+126,856.8%
APH vs LHX
+10,697.9%
+116,158.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +0.4% | +6.5% | -6.1% | -1.9% |
| 30D | -8.0% | +16.1% | -24.1% | -13.3% |
| 3M | -5.0% | -2.8% | -2.2% | -4.4% |
| 6M | +29.9% | -7.7% | +37.6% | +32.2% |
| YTD | +18.0% | -4.6% | +22.6% | +18.0% |
| 1Y | +11.3% | -6.8% | +18.1% | +12.4% |
| 3Y | +274.9% | +60.8% | +214.1% | +200.9% |
| 5Y | +300.6% | +39.5% | +261.0% | +231.0% |
| 10Y | +944.2% | +222.4% | +721.8% | +499.7% |
| All | +126,856.8% | +10,697.9% | +116,158.9% | +22,044.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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