+282.2%
APH vs LOW
+4.9%
+277.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.3% | +4.5% |
| 7D | -5.9% | +7.4% | -13.3% | -8.8% |
| 30D | -14.8% | +24.5% | -39.3% | -22.4% |
| 3M | -12.4% | +3.5% | -15.9% | -14.2% |
| 6M | +8.1% | -2.6% | +10.6% | +8.2% |
| YTD | +10.9% | -4.8% | +15.8% | +12.0% |
| 1Y | +8.8% | -0.8% | +9.6% | +7.4% |
| 3Y | +262.1% | +22.8% | +239.3% | +209.5% |
| All | +282.2% | +4.9% | +277.3% | +251.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling