+13.0%
APH vs PEG
-6.5%
+19.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.3% | +4.9% | +7.0% |
| 7D | +1.1% | +0.9% | +0.2% | +0.6% |
| 30D | -7.5% | +3.8% | -11.3% | -8.8% |
| 3M | -4.4% | +0.1% | -4.5% | -4.2% |
| 6M | +26.5% | -1.0% | +27.4% | +25.0% |
| YTD | +20.0% | -4.1% | +24.2% | +19.8% |
| All | +13.0% | -6.5% | +19.5% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling