+268.0%
APH vs PL
+11.6%
+256.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -10.1% | +0.8% | -8.0% |
| 7D | -12.7% | -20.5% | +7.8% | -10.1% |
| 30D | -19.2% | -38.8% | +19.6% | -14.0% |
| 3M | -16.7% | -49.1% | +32.4% | -9.6% |
| 6M | +5.1% | -69.4% | +74.5% | +19.8% |
| YTD | +6.6% | -42.3% | +48.9% | +10.6% |
| 1Y | +3.9% | -14.2% | +18.1% | +1.9% |
| 3Y | +246.0% | +398.7% | -152.7% | +151.2% |
| 5Y | +268.0% | +11.1% | +256.8% | +190.7% |
| All | +268.0% | +11.6% | +256.4% | +190.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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