+3,755.0%
APH vs PODD
+818.4%
+2,936.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.4% | -3.9% | -8.3% |
| 7D | -12.7% | +2.4% | -15.1% | -13.2% |
| 30D | -19.2% | +15.9% | -35.0% | -21.6% |
| 3M | -16.7% | +17.2% | -33.8% | -19.7% |
| 6M | +5.1% | -6.8% | +12.0% | +4.5% |
| YTD | +6.6% | -45.1% | +51.6% | +17.4% |
| 1Y | +3.9% | -50.3% | +54.2% | +16.7% |
| 3Y | +246.0% | -4.0% | +250.0% | +231.2% |
| 5Y | +268.0% | -49.3% | +317.3% | +288.3% |
| 10Y | +868.2% | +343.1% | +525.1% | +515.7% |
| All | +3,755.0% | +818.4% | +2,936.6% | +1,457.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling