+1,030.6%
APH vs LULU
+50.4%
+980.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -0.6% |
| 7D | -2.2% | -20.4% | +18.2% | +3.0% |
| 30D | -4.0% | -22.9% | +18.8% | +1.6% |
| 3M | +7.7% | -18.5% | +26.3% | +11.8% |
| 6M | +17.8% | -41.8% | +59.6% | +33.0% |
| YTD | +19.2% | -53.4% | +72.6% | +42.4% |
| 1Y | +35.7% | -40.9% | +76.6% | +50.6% |
| 3Y | +282.9% | -75.6% | +358.5% | +417.6% |
| 5Y | +345.6% | -77.2% | +422.9% | +492.6% |
| All | +1,030.6% | +50.4% | +980.3% | +1,014.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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