+3,165.3%
APH vs LYB
+622.7%
+2,542.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.5% |
| 7D | +5.0% | -0.2% | +5.2% | +5.0% |
| 30D | -3.9% | +8.7% | -12.6% | -6.9% |
| 3M | +13.0% | -3.0% | +16.0% | +13.2% |
| 6M | +25.2% | +4.7% | +20.4% | +18.8% |
| YTD | +22.9% | +51.6% | -28.6% | +0.5% |
| 1Y | +47.8% | +24.4% | +23.5% | +28.9% |
| 3Y | +283.0% | -23.5% | +306.5% | +291.2% |
| 5Y | +349.7% | -6.5% | +356.2% | +315.5% |
| 10Y | +1,061.2% | +40.5% | +1,020.8% | +723.7% |
| All | +3,165.3% | +622.7% | +2,542.6% | +840.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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