+883.4%
APH vs O
+69.5%
+813.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.4% |
| 7D | -5.9% | +3.7% | -9.6% | -7.2% |
| 30D | -14.8% | +11.2% | -26.0% | -18.2% |
| 3M | -12.4% | -4.0% | -8.4% | -11.5% |
| 6M | +8.1% | -5.2% | +13.3% | +9.2% |
| YTD | +10.9% | +9.5% | +1.5% | +6.1% |
| 1Y | +8.8% | +10.6% | -1.8% | +3.5% |
| 3Y | +262.1% | +38.1% | +224.0% | +208.1% |
| 5Y | +283.1% | +10.2% | +272.9% | +257.4% |
| All | +883.4% | +69.5% | +813.9% | +701.2% |
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