+1,041.3%
APH vs NOC
+187.2%
+854.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | +0.2% | -2.7% | +2.9% | +0.9% |
| 30D | -3.3% | -8.9% | +5.5% | -1.3% |
| 3M | +14.0% | -3.7% | +17.7% | +14.4% |
| 6M | +24.4% | -30.8% | +55.2% | +35.7% |
| YTD | +21.4% | -7.9% | +29.4% | +22.1% |
| 1Y | +48.9% | -9.4% | +58.4% | +50.1% |
| 3Y | +290.1% | +29.0% | +261.1% | +243.3% |
| 5Y | +352.8% | +56.1% | +296.8% | +256.4% |
| 10Y | +1,041.3% | +186.3% | +855.0% | +613.5% |
| All | +1,041.3% | +187.2% | +854.0% | +613.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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