+883.4%
APH vs PODD
+308.0%
+575.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.2% | +10.3% | +5.2% |
| 7D | -5.9% | -2.1% | -3.8% | -5.7% |
| 30D | -14.8% | +9.0% | -23.8% | -16.3% |
| 3M | -12.4% | +5.2% | -17.6% | -13.7% |
| 6M | +8.1% | -3.2% | +11.2% | +6.7% |
| YTD | +10.9% | -48.5% | +59.4% | +23.7% |
| 1Y | +8.8% | -54.7% | +63.5% | +24.4% |
| 3Y | +262.1% | -7.8% | +269.9% | +249.4% |
| 5Y | +283.1% | -52.4% | +335.6% | +310.1% |
| All | +883.4% | +308.0% | +575.4% | +654.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling