+282.2%
APH vs PDD
-1.2%
+283.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.1% | +5.2% | +4.2% |
| 7D | -5.9% | +5.6% | -11.6% | -6.5% |
| 30D | -14.8% | +5.8% | -20.6% | -15.3% |
| 3M | -12.4% | -8.6% | -3.8% | -11.8% |
| 6M | +8.1% | -18.8% | +26.9% | +9.8% |
| YTD | +10.9% | -26.8% | +37.7% | +13.7% |
| 1Y | +8.8% | -39.3% | +48.0% | +13.3% |
| 3Y | +262.1% | -22.5% | +284.6% | +261.5% |
| All | +282.2% | -1.2% | +283.4% | +264.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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