+285.6%
APH vs PODD
-22.7%
+308.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +1.1% |
| 7D | +5.0% | +1.6% | +3.3% | +4.8% |
| 30D | -3.9% | +10.7% | -14.5% | -4.9% |
| 3M | +13.0% | +0.7% | +12.2% | +11.8% |
| 6M | +25.2% | -39.3% | +64.4% | +33.7% |
| YTD | +22.9% | -48.1% | +71.1% | +34.9% |
| 1Y | +47.8% | -57.4% | +105.3% | +67.8% |
| All | +285.6% | -22.7% | +308.3% | +301.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling