+317.7%
APH vs LIN
+70.5%
+247.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.6% | -8.7% | -7.3% |
| 7D | -2.4% | +3.3% | -5.7% | -4.0% |
| 30D | -9.5% | +8.8% | -18.2% | -13.2% |
| 3M | -7.6% | +8.6% | -16.3% | -11.5% |
| 6M | +12.4% | +7.0% | +5.4% | +7.7% |
| YTD | +17.5% | +24.3% | -6.8% | +3.0% |
| 1Y | +16.4% | +27.3% | -10.9% | +0.5% |
| 3Y | +281.6% | +38.9% | +242.7% | +206.8% |
| 5Y | +317.7% | +69.4% | +248.4% | +190.8% |
| All | +317.7% | +70.5% | +247.3% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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