+878.2%
APH vs OTIS
+114.5%
+763.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | +0.4% | -2.9% | +3.2% | +1.6% |
| 30D | -8.0% | +16.1% | -24.1% | -14.3% |
| 3M | -5.0% | +6.7% | -11.8% | -8.4% |
| 6M | +29.9% | +6.0% | +23.9% | +25.1% |
| YTD | +18.0% | -9.8% | +27.8% | +21.9% |
| 1Y | +11.3% | -12.3% | +23.7% | +16.4% |
| 3Y | +274.9% | -0.2% | +275.2% | +254.8% |
| 5Y | +300.6% | +1.0% | +299.6% | +272.4% |
| All | +878.2% | +114.5% | +763.7% | +630.2% |
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