+61,451.9%
APH vs LOW
+36,731.9%
+24,720.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.1% | -47.7% | -47.7% |
| 7D | -48.7% | -1.1% | -47.6% | -48.5% |
| 30D | -51.9% | -7.0% | -44.9% | -50.8% |
| 3M | -43.6% | -0.9% | -42.7% | -43.7% |
| 6M | -37.5% | -20.1% | -17.5% | -33.1% |
| YTD | -38.6% | -13.9% | -24.7% | -35.9% |
| 1Y | -26.3% | -21.1% | -5.2% | -21.1% |
| 3Y | +89.2% | -6.6% | +95.8% | +89.4% |
| 5Y | +119.8% | +9.4% | +110.5% | +107.5% |
| 10Y | +454.3% | +220.5% | +233.8% | +258.5% |
| All | +61,451.9% | +36,731.9% | +24,720.0% | +14,409.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling