+46,273.1%
APH vs O
+5,283.0%
+40,990.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.8% | -9.5% |
| 7D | -12.7% | +4.5% | -17.2% | -14.3% |
| 30D | -19.2% | +10.2% | -29.4% | -22.3% |
| 3M | -16.7% | -3.8% | -12.9% | -15.8% |
| 6M | +5.1% | -3.8% | +9.0% | +5.7% |
| YTD | +6.6% | +10.3% | -3.8% | +1.5% |
| 1Y | +3.9% | +11.9% | -8.0% | -1.7% |
| 3Y | +246.0% | +38.1% | +207.9% | +195.8% |
| 5Y | +268.0% | +11.1% | +256.9% | +241.7% |
| 10Y | +868.2% | +72.7% | +795.5% | +618.7% |
| All | +46,273.1% | +5,283.0% | +40,990.1% | +13,431.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling