+306.4%
APH vs O
+12.4%
+294.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | -5.0% | +3.5% | -8.6% | -5.8% |
| 30D | -8.4% | +10.4% | -18.8% | -10.6% |
| 3M | -4.5% | -2.4% | -2.1% | -3.9% |
| 6M | +25.3% | -1.2% | +26.5% | +25.0% |
| YTD | +18.9% | +10.4% | +8.5% | +14.4% |
| 1Y | +11.9% | +11.4% | +0.5% | +7.2% |
| 3Y | +278.0% | +40.4% | +237.6% | +213.9% |
| 5Y | +306.4% | +12.1% | +294.3% | +285.7% |
| All | +306.4% | +12.4% | +294.0% | +285.7% |
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