+1,041.3%
APH vs LOW
+224.9%
+816.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.5% |
| 7D | +0.2% | +0.4% | -0.2% | +0.1% |
| 30D | -3.3% | -10.1% | +6.8% | +0.9% |
| 3M | +14.0% | -2.9% | +16.9% | +14.5% |
| 6M | +24.4% | -19.4% | +43.8% | +35.3% |
| YTD | +21.4% | -15.4% | +36.9% | +29.1% |
| 1Y | +48.9% | -24.9% | +73.9% | +66.0% |
| 3Y | +290.1% | -7.8% | +297.9% | +289.2% |
| 5Y | +352.8% | +8.4% | +344.4% | +314.6% |
| 10Y | +1,041.3% | +226.8% | +814.5% | +603.9% |
| All | +1,041.3% | +224.9% | +816.4% | +603.9% |
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