+61,451.9%
APH vs PPL
+1,577.8%
+59,874.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.9% | -50.7% | -48.8% |
| 7D | -48.7% | +1.9% | -50.7% | -49.5% |
| 30D | -51.9% | +0.5% | -52.4% | -52.5% |
| 3M | -43.6% | +0.7% | -44.2% | -44.4% |
| 6M | -37.5% | -7.6% | -29.9% | -36.7% |
| YTD | -38.6% | +1.8% | -40.5% | -39.9% |
| 1Y | -26.3% | -0.8% | -25.6% | -27.3% |
| 3Y | +89.2% | +56.9% | +32.3% | +56.2% |
| 5Y | +119.8% | +39.5% | +80.3% | +88.5% |
| 10Y | +454.3% | +55.4% | +398.9% | +345.9% |
| All | +61,451.9% | +1,577.8% | +59,874.2% | +35,238.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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