+61,451.9%
APH vs PEG
+2,588.1%
+58,863.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.5% | -48.3% | -48.0% |
| 7D | -48.7% | +0.5% | -49.2% | -48.9% |
| 30D | -51.9% | -2.4% | -49.5% | -51.6% |
| 3M | -43.6% | -4.8% | -38.8% | -42.8% |
| 6M | -37.5% | -10.7% | -26.8% | -35.2% |
| YTD | -38.6% | -6.7% | -32.0% | -37.3% |
| 1Y | -26.3% | -6.8% | -19.5% | -24.8% |
| 3Y | +89.2% | +34.5% | +54.7% | +67.8% |
| 5Y | +119.8% | +35.8% | +84.1% | +93.1% |
| 10Y | +454.3% | +141.7% | +312.5% | +292.3% |
| All | +61,451.9% | +2,588.1% | +58,863.9% | +32,071.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling