+355.9%
APH vs O
+13.2%
+342.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | +5.0% | -0.7% | +5.7% | +5.1% |
| 30D | -3.9% | -1.9% | -2.0% | -3.5% |
| 3M | +13.0% | +3.8% | +9.1% | +11.1% |
| 6M | +25.2% | -4.7% | +29.9% | +26.3% |
| YTD | +22.9% | +12.5% | +10.5% | +17.7% |
| 1Y | +47.8% | +10.8% | +37.0% | +42.0% |
| 3Y | +283.0% | +28.8% | +254.2% | +238.7% |
| All | +355.9% | +13.2% | +342.7% | +332.8% |
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 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