+1,055.9%
APH vs O
+51.2%
+1,004.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | +5.0% | -0.7% | +5.7% | +5.2% |
| 30D | -3.9% | -1.9% | -2.0% | -3.3% |
| 3M | +13.0% | +3.8% | +9.1% | +10.8% |
| 6M | +25.2% | -4.7% | +29.9% | +26.7% |
| YTD | +22.9% | +12.5% | +10.5% | +16.8% |
| 1Y | +47.8% | +10.8% | +37.0% | +41.0% |
| 3Y | +283.0% | +28.8% | +254.2% | +237.2% |
| 5Y | +349.7% | +13.2% | +336.5% | +316.4% |
| All | +1,055.9% | +51.2% | +1,004.7% | +873.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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