+282.2%
APH vs OMC
+49.2%
+232.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.3% |
| 7D | -5.9% | +6.3% | -12.2% | -7.4% |
| 30D | -14.8% | +15.4% | -30.2% | -18.0% |
| 3M | -12.4% | +5.8% | -18.2% | -14.1% |
| 6M | +8.1% | +14.7% | -6.6% | +2.4% |
| YTD | +10.9% | +10.3% | +0.6% | +5.6% |
| 1Y | +8.8% | +23.2% | -14.5% | -1.2% |
| 3Y | +262.1% | +24.6% | +237.5% | +216.2% |
| All | +282.2% | +49.2% | +232.9% | +199.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling