+262.1%
APH vs LOW
+22.6%
+239.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.3% | +4.4% |
| 7D | -5.9% | +7.4% | -13.3% | -7.6% |
| 30D | -14.8% | +24.5% | -39.3% | -19.9% |
| 3M | -12.4% | +3.5% | -15.9% | -13.1% |
| 6M | +8.1% | -2.6% | +10.6% | +9.1% |
| YTD | +10.9% | -4.8% | +15.8% | +12.9% |
| 1Y | +8.8% | -0.8% | +9.6% | +8.9% |
| 3Y | +262.1% | +22.8% | +239.3% | +227.9% |
| All | +262.1% | +22.6% | +239.5% | +227.9% |
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 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