+955.2%
APH vs O
+78.3%
+876.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | -5.0% | +3.5% | -8.6% | -6.3% |
| 30D | -8.4% | +10.4% | -18.8% | -11.8% |
| 3M | -4.5% | -2.4% | -2.1% | -4.0% |
| 6M | +25.3% | -1.2% | +26.5% | +24.8% |
| YTD | +18.9% | +10.4% | +8.5% | +13.4% |
| 1Y | +11.9% | +11.4% | +0.5% | +6.2% |
| 3Y | +278.0% | +40.4% | +237.6% | +219.3% |
| 5Y | +306.4% | +12.1% | +294.3% | +276.6% |
| 10Y | +955.2% | +82.7% | +872.4% | +738.5% |
| All | +955.2% | +78.3% | +876.8% | +738.5% |
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