+126,376.5%
APH vs PPL
+1,621.1%
+124,755.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | 0.0% | -6.2% | -6.2% |
| 7D | -2.4% | +1.8% | -4.2% | -3.0% |
| 30D | -9.5% | +8.4% | -17.9% | -12.1% |
| 3M | -7.6% | +2.4% | -10.0% | -8.6% |
| 6M | +12.4% | -4.0% | +16.3% | +13.3% |
| YTD | +17.5% | +4.5% | +13.1% | +15.0% |
| 1Y | +16.4% | +1.7% | +14.7% | +14.8% |
| 3Y | +281.6% | +55.5% | +226.1% | +218.8% |
| 5Y | +317.7% | +47.0% | +270.7% | +254.5% |
| 10Y | +967.8% | +62.4% | +905.5% | +753.2% |
| All | +126,376.5% | +1,621.1% | +124,755.4% | +72,401.2% |
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