+270.9%
APH vs LOW
+25.3%
+245.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | +4.9% | +1.4% | +3.5% | +4.6% |
| 30D | -5.4% | +21.7% | -27.1% | -10.2% |
| 3M | -5.5% | +5.0% | -10.5% | -6.5% |
| 6M | +25.9% | +4.6% | +21.3% | +24.2% |
| YTD | +16.4% | -3.5% | +19.9% | +18.1% |
| 1Y | +16.5% | +0.5% | +15.9% | +16.3% |
| 3Y | +270.9% | +24.8% | +246.1% | +237.7% |
| All | +270.9% | +25.3% | +245.5% | +237.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling