+270.9%
APH vs OMC
+29.7%
+241.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -1.9% |
| 7D | +4.9% | +1.9% | +3.0% | +4.7% |
| 30D | -5.4% | +12.2% | -17.6% | -6.6% |
| 3M | -5.5% | +0.6% | -6.1% | -5.4% |
| 6M | +25.9% | +21.0% | +4.9% | +21.3% |
| YTD | +16.4% | +12.4% | +4.0% | +13.7% |
| 1Y | +16.5% | +25.4% | -8.9% | +9.9% |
| 3Y | +270.9% | +29.2% | +241.7% | +230.5% |
| All | +270.9% | +29.7% | +241.2% | +230.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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