+132,206.2%
APH vs PPG
+2,053.4%
+130,152.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.1% |
| 7D | +5.0% | -1.5% | +6.4% | +5.6% |
| 30D | -3.9% | -5.0% | +1.1% | -1.6% |
| 3M | +13.0% | +1.1% | +11.8% | +11.5% |
| 6M | +25.2% | -3.2% | +28.3% | +25.4% |
| YTD | +22.9% | +11.9% | +11.1% | +13.9% |
| 1Y | +47.8% | +5.3% | +42.5% | +40.0% |
| 3Y | +283.0% | -15.0% | +298.0% | +296.1% |
| 5Y | +349.7% | -19.6% | +369.3% | +368.9% |
| 10Y | +1,061.2% | +27.0% | +1,034.2% | +833.3% |
| All | +132,206.2% | +2,053.4% | +130,152.8% | +36,117.3% |
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