+930.0%
APH vs LULU
+82.0%
+848.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.0% |
| 7D | +4.9% | -4.6% | +9.5% | +6.1% |
| 30D | -5.4% | +12.3% | -17.7% | -8.6% |
| 3M | -5.5% | -11.6% | +6.2% | -3.8% |
| 6M | +25.9% | -12.8% | +38.8% | +27.9% |
| YTD | +16.4% | -49.2% | +65.5% | +35.3% |
| 1Y | +16.5% | -37.7% | +54.2% | +27.5% |
| 3Y | +270.9% | -74.7% | +345.5% | +397.1% |
| 5Y | +289.5% | -76.7% | +366.2% | +414.1% |
| All | +930.0% | +82.0% | +848.0% | +855.8% |
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