+345.6%
APH vs NTRS
+88.8%
+256.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -2.0% |
| 7D | -2.2% | +0.3% | -2.5% | -2.4% |
| 30D | -4.0% | +0.2% | -4.2% | -4.1% |
| 3M | +7.7% | +13.2% | -5.5% | +1.5% |
| 6M | +17.8% | +36.9% | -19.2% | +1.3% |
| YTD | +19.2% | +39.1% | -19.9% | +1.5% |
| 1Y | +35.7% | +50.4% | -14.8% | +11.1% |
| 3Y | +282.9% | +166.8% | +116.1% | +139.1% |
| 5Y | +345.6% | +92.9% | +252.8% | +210.5% |
| All | +345.6% | +88.8% | +256.9% | +210.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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