+1,055.9%
APH vs PODD
+239.0%
+816.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +1.2% |
| 7D | +5.0% | +1.6% | +3.3% | +4.6% |
| 30D | -3.9% | +10.7% | -14.5% | -5.8% |
| 3M | +13.0% | +0.7% | +12.2% | +11.3% |
| 6M | +25.2% | -39.3% | +64.4% | +35.4% |
| YTD | +22.9% | -48.1% | +71.1% | +37.1% |
| 1Y | +47.8% | -57.4% | +105.3% | +71.3% |
| 3Y | +283.0% | -23.3% | +306.3% | +283.7% |
| 5Y | +349.7% | -51.3% | +400.9% | +379.7% |
| All | +1,055.9% | +239.0% | +816.9% | +834.6% |
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