+127,881.2%
APH vs PPG
+2,280.9%
+125,600.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.6% |
| 7D | -5.0% | +2.6% | -7.7% | -6.3% |
| 30D | -8.4% | +19.7% | -28.0% | -16.4% |
| 3M | -4.5% | +7.7% | -12.2% | -8.4% |
| 6M | +25.3% | +15.0% | +10.3% | +15.7% |
| YTD | +18.9% | +23.7% | -4.8% | +4.5% |
| 1Y | +11.9% | +32.1% | -20.2% | -5.1% |
| 3Y | +278.0% | +3.1% | +274.9% | +254.3% |
| 5Y | +306.4% | -14.2% | +320.7% | +309.6% |
| 10Y | +955.2% | +54.6% | +900.6% | +670.5% |
| All | +127,881.2% | +2,280.9% | +125,600.3% | +33,122.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling