+262.1%
APH vs PH
+135.3%
+126.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.9% | +1.3% | +2.3% |
| 7D | -5.9% | +2.0% | -7.9% | -6.9% |
| 30D | -14.8% | -3.7% | -11.1% | -12.5% |
| 3M | -12.4% | -14.0% | +1.6% | -3.5% |
| 6M | +8.1% | +2.1% | +6.0% | +6.5% |
| YTD | +10.9% | +5.1% | +5.9% | +7.3% |
| 1Y | +8.8% | +10.9% | -2.2% | +1.7% |
| 3Y | +262.1% | +132.9% | +129.1% | +116.7% |
| All | +262.1% | +135.3% | +126.7% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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