+285.6%
APH vs O
+28.8%
+256.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +0.8% |
| 7D | +5.0% | -0.7% | +5.7% | +4.9% |
| 30D | -3.9% | -1.9% | -2.0% | -4.0% |
| 3M | +13.0% | +3.8% | +9.1% | +12.6% |
| 6M | +25.2% | -4.7% | +29.9% | +25.0% |
| YTD | +22.9% | +12.5% | +10.5% | +22.5% |
| 1Y | +47.8% | +10.8% | +37.0% | +47.4% |
| All | +285.6% | +28.8% | +256.8% | +276.8% |
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