+906.9%
APH vs OTIS
+93.9%
+813.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.5% |
| 7D | +0.2% | -0.8% | +1.0% | +0.6% |
| 30D | -3.3% | -4.7% | +1.4% | -1.3% |
| 3M | +14.0% | +1.2% | +12.8% | +12.7% |
| 6M | +24.4% | -20.5% | +45.0% | +37.7% |
| YTD | +21.4% | -18.4% | +39.9% | +32.1% |
| 1Y | +48.9% | -18.1% | +67.0% | +61.1% |
| 3Y | +290.1% | -10.6% | +300.7% | +290.6% |
| 5Y | +352.8% | -16.1% | +368.9% | +357.3% |
| All | +906.9% | +93.9% | +813.0% | +691.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 10y: compounded portfolio wealth divided by compounded OTIS 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…
10y analysis · Full analysis span regression · 6 months rolling