+161,067.2%
APH vs LIN
+9,649.4%
+151,417.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.4% |
| 7D | +0.2% | -3.5% | +3.7% | +1.7% |
| 30D | -3.3% | -4.1% | +0.7% | -1.7% |
| 3M | +14.0% | -6.4% | +20.4% | +16.9% |
| 6M | +24.4% | -2.4% | +26.9% | +24.7% |
| YTD | +21.4% | +10.9% | +10.5% | +14.8% |
| 1Y | +48.9% | 0.0% | +48.9% | +46.7% |
| 3Y | +290.1% | +25.8% | +264.3% | +246.2% |
| 5Y | +352.8% | +60.8% | +292.0% | +259.6% |
| 10Y | +1,041.3% | +358.4% | +682.9% | +489.5% |
| All | +161,067.2% | +9,649.4% | +151,417.8% | +42,568.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling