+317.7%
APH vs NET
+36.7%
+281.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.6% | -3.6% | -5.7% |
| 7D | -2.4% | -16.4% | +14.0% | +0.7% |
| 30D | -9.5% | -25.8% | +16.4% | -4.7% |
| 3M | -7.6% | -11.5% | +3.9% | -6.4% |
| 6M | +12.4% | +18.9% | -6.5% | +6.9% |
| YTD | +17.5% | +35.2% | -17.7% | +7.9% |
| 1Y | +16.4% | +14.5% | +1.9% | +10.1% |
| 3Y | +281.6% | +313.8% | -32.2% | +186.7% |
| 5Y | +317.7% | +32.6% | +285.2% | +213.5% |
| All | +317.7% | +36.7% | +281.0% | +213.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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