+61,451.9%
APH vs OMC
+4,460.7%
+56,991.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.6% | -42.2% | -45.4% |
| 7D | -48.7% | -6.0% | -42.7% | -46.3% |
| 30D | -51.9% | +1.1% | -53.1% | -51.3% |
| 3M | -43.6% | +10.4% | -54.0% | -45.6% |
| 6M | -37.5% | -1.7% | -35.8% | -36.9% |
| YTD | -38.6% | +4.4% | -43.1% | -40.5% |
| 1Y | -26.3% | +8.4% | -34.8% | -30.4% |
| 3Y | +89.2% | +14.4% | +74.8% | +70.9% |
| 5Y | +119.8% | +33.9% | +85.9% | +81.4% |
| 10Y | +454.3% | +34.9% | +419.4% | +331.6% |
| All | +61,451.9% | +4,460.7% | +56,991.3% | +14,910.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling