+944.2%
APH vs PBR
+531.5%
+412.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.4% |
| 7D | +0.4% | -9.1% | +9.5% | +2.1% |
| 30D | -8.0% | -29.9% | +21.9% | -2.5% |
| 3M | -5.0% | +2.3% | -7.3% | -6.1% |
| 6M | +29.9% | -10.9% | +40.8% | +31.2% |
| YTD | +18.0% | +56.9% | -38.9% | +6.8% |
| 1Y | +11.3% | +38.0% | -26.7% | +3.1% |
| 3Y | +274.9% | +64.8% | +210.1% | +231.0% |
| 5Y | +300.6% | +447.1% | -146.5% | +168.1% |
| 10Y | +944.2% | +545.8% | +398.4% | +525.5% |
| All | +944.2% | +531.5% | +412.7% | +525.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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