+270.9%
APH vs ODFL
-9.1%
+280.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.0% |
| 7D | +4.9% | +5.8% | -1.0% | +3.9% |
| 30D | -5.4% | -5.3% | -0.1% | -4.7% |
| 3M | -5.5% | -19.0% | +13.5% | -2.2% |
| 6M | +25.9% | -7.5% | +33.4% | +26.7% |
| YTD | +16.4% | +11.8% | +4.6% | +11.6% |
| 1Y | +16.5% | +29.7% | -13.2% | +8.0% |
| 3Y | +270.9% | -9.1% | +280.0% | +260.7% |
| All | +270.9% | -9.1% | +280.0% | +260.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling