+345.6%
APH vs OSCR
+89.4%
+256.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -1.5% |
| 7D | -2.2% | +1.1% | -3.3% | -2.3% |
| 30D | -4.0% | +16.5% | -20.5% | -5.3% |
| 3M | +7.7% | +17.0% | -9.3% | +5.9% |
| 6M | +17.8% | +145.0% | -127.2% | +7.9% |
| YTD | +19.2% | +126.7% | -107.5% | +9.7% |
| 1Y | +35.7% | +67.2% | -31.6% | +26.9% |
| 3Y | +282.9% | +405.1% | -122.2% | +208.5% |
| 5Y | +345.6% | +86.2% | +259.5% | +251.6% |
| All | +345.6% | +89.4% | +256.2% | +251.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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