+262.1%
APH vs PEG
+25.9%
+236.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.7% | +4.8% | +4.4% |
| 7D | -5.9% | -2.3% | -3.7% | -5.1% |
| 30D | -14.8% | +1.2% | -16.0% | -15.5% |
| 3M | -12.4% | -2.4% | -10.1% | -11.7% |
| 6M | +8.1% | -6.9% | +14.9% | +10.8% |
| YTD | +10.9% | -7.2% | +18.2% | +14.0% |
| 1Y | +8.8% | -8.9% | +17.6% | +12.7% |
| 3Y | +262.1% | +27.1% | +234.9% | +257.3% |
| All | +262.1% | +25.9% | +236.1% | +257.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling