+955.2%
APH vs PODD
+308.1%
+647.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.7% |
| 7D | -5.0% | -4.4% | -0.6% | -4.4% |
| 30D | -8.4% | +9.4% | -17.8% | -10.0% |
| 3M | -4.5% | +3.6% | -8.2% | -5.6% |
| 6M | +25.3% | -4.0% | +29.2% | +24.0% |
| YTD | +18.9% | -47.9% | +66.8% | +32.4% |
| 1Y | +11.9% | -53.8% | +65.7% | +27.6% |
| 3Y | +278.0% | -4.5% | +282.5% | +262.4% |
| 5Y | +306.4% | -51.9% | +358.3% | +334.3% |
| 10Y | +955.2% | +308.9% | +646.3% | +704.4% |
| All | +955.2% | +308.1% | +647.1% | +704.4% |
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