+352.5%
APH vs LULU
-77.0%
+429.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | +0.3% |
| 7D | +1.6% | -16.9% | +18.6% | +5.5% |
| 30D | -3.0% | -22.0% | +19.0% | +2.0% |
| 3M | +5.7% | -17.8% | +23.6% | +9.3% |
| 6M | +20.0% | -41.3% | +61.2% | +34.3% |
| YTD | +20.8% | -52.0% | +72.8% | +42.0% |
| 1Y | +40.2% | -39.8% | +80.1% | +53.9% |
| 3Y | +288.1% | -74.8% | +362.9% | +415.5% |
| 5Y | +352.5% | -76.3% | +428.8% | +480.8% |
| All | +352.5% | -77.0% | +429.5% | +480.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling