+944.2%
APH vs O
+83.2%
+861.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +0.4% | +0.6% | -0.2% | +0.2% |
| 30D | -8.0% | +9.4% | -17.4% | -11.1% |
| 3M | -5.0% | -2.4% | -2.6% | -4.5% |
| 6M | +29.9% | -1.9% | +31.8% | +29.7% |
| YTD | +18.0% | +10.5% | +7.5% | +12.4% |
| 1Y | +11.3% | +10.0% | +1.4% | +6.2% |
| 3Y | +274.9% | +40.5% | +234.5% | +216.7% |
| 5Y | +300.6% | +10.2% | +290.4% | +273.7% |
| All | +944.2% | +83.2% | +861.1% | +734.0% |
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