+955.2%
APH vs LOW
+309.5%
+645.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -5.0% | +8.7% | -13.7% | -8.4% |
| 30D | -8.4% | +25.5% | -33.8% | -17.1% |
| 3M | -4.5% | +6.6% | -11.1% | -7.8% |
| 6M | +25.3% | +2.4% | +22.8% | +22.3% |
| YTD | +18.9% | -1.7% | +20.7% | +17.9% |
| 1Y | +11.9% | +1.7% | +10.2% | +9.0% |
| 3Y | +278.0% | +26.6% | +251.4% | +226.3% |
| 5Y | +306.4% | +10.1% | +296.3% | +267.5% |
| 10Y | +955.2% | +303.3% | +651.9% | +492.4% |
| All | +955.2% | +309.5% | +645.6% | +492.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 10y: compounded portfolio wealth divided by compounded LOW 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…
10y analysis · Full analysis span regression · 6 months rolling