+955.2%
APH vs ODFL
+573.4%
+381.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.7% | -0.3% |
| 7D | -5.0% | -5.4% | +0.4% | -3.0% |
| 30D | -8.4% | -7.7% | -0.7% | -5.9% |
| 3M | -4.5% | -20.8% | +16.3% | +3.5% |
| 6M | +25.3% | -15.0% | +40.3% | +31.2% |
| YTD | +18.9% | +7.6% | +11.3% | +11.3% |
| 1Y | +11.9% | +22.7% | -10.8% | -1.2% |
| 3Y | +278.0% | -12.9% | +290.9% | +263.6% |
| 5Y | +306.4% | -0.1% | +306.5% | +250.5% |
| 10Y | +955.2% | +550.4% | +404.8% | +335.7% |
| All | +955.2% | +573.4% | +381.8% | +335.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 10y: compounded portfolio wealth divided by compounded ODFL 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…
10y analysis · Full analysis span regression · 6 months rolling