+282.2%
APH vs O
+10.1%
+272.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.3% |
| 7D | -5.9% | +3.7% | -9.6% | -6.8% |
| 30D | -14.8% | +11.2% | -26.0% | -17.1% |
| 3M | -12.4% | -4.0% | -8.4% | -11.6% |
| 6M | +8.1% | -5.2% | +13.3% | +9.1% |
| YTD | +10.9% | +9.5% | +1.5% | +6.9% |
| 1Y | +8.8% | +10.6% | -1.8% | +4.3% |
| 3Y | +262.1% | +38.1% | +224.0% | +202.7% |
| All | +282.2% | +10.1% | +272.0% | +264.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling