+288.5%
APH vs O
+36.9%
+251.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.8% | +7.4% | +8.3% |
| 7D | +1.1% | +3.3% | -2.2% | +1.6% |
| 30D | -7.5% | +10.3% | -17.8% | -6.3% |
| 3M | -4.4% | -3.5% | -1.0% | -4.4% |
| 6M | +26.5% | -1.3% | +27.7% | +26.6% |
| YTD | +20.0% | +10.3% | +9.7% | +20.8% |
| 1Y | +16.9% | +10.4% | +6.5% | +17.5% |
| 3Y | +288.5% | +40.0% | +248.5% | +274.5% |
| All | +288.5% | +36.9% | +251.6% | +274.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling