+352.5%
APH vs PPG
-20.0%
+372.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.5% |
| 7D | +1.6% | -3.7% | +5.4% | +3.2% |
| 30D | -3.0% | -7.2% | +4.2% | 0.0% |
| 3M | +5.7% | -7.3% | +13.1% | +8.4% |
| 6M | +20.0% | +0.3% | +19.7% | +18.4% |
| YTD | +20.8% | +6.5% | +14.3% | +14.7% |
| 1Y | +40.2% | +0.5% | +39.7% | +36.1% |
| 3Y | +288.1% | -15.3% | +303.4% | +301.1% |
| 5Y | +352.5% | -22.9% | +375.4% | +383.2% |
| All | +352.5% | -20.0% | +372.5% | +383.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 5y: compounded portfolio wealth divided by compounded PPG 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…
5y analysis · Full analysis span regression · 6 months rolling