+10,542.1%
APH vs PBR
+1,797.5%
+8,744.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.3% |
| 7D | +5.0% | +8.6% | -3.6% | +2.9% |
| 30D | -3.9% | +12.8% | -16.7% | -6.7% |
| 3M | +13.0% | +14.7% | -1.7% | +9.0% |
| 6M | +25.2% | +25.2% | 0.0% | +17.5% |
| YTD | +22.9% | +77.1% | -54.2% | +6.2% |
| 1Y | +47.8% | +69.6% | -21.7% | +28.7% |
| 3Y | +283.0% | +95.6% | +187.4% | +215.9% |
| 5Y | +349.7% | +501.8% | -152.1% | +168.8% |
| 10Y | +1,061.2% | +640.6% | +420.7% | +463.2% |
| All | +10,542.1% | +1,797.5% | +8,744.6% | +3,468.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling