+951.3%
APH vs PSA
+140.2%
+811.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.2% | +8.0% | +8.1% |
| 7D | +1.1% | +1.5% | -0.4% | +0.6% |
| 30D | -7.5% | +16.7% | -24.1% | -12.1% |
| 3M | -4.4% | +4.0% | -8.5% | -5.9% |
| 6M | +26.5% | +10.9% | +15.6% | +21.2% |
| YTD | +20.0% | +34.2% | -14.2% | +7.6% |
| 1Y | +16.9% | +26.6% | -9.8% | +6.7% |
| 3Y | +288.5% | +54.7% | +233.8% | +218.7% |
| 5Y | +310.3% | +30.0% | +280.3% | +257.7% |
| 10Y | +951.3% | +132.7% | +818.6% | +630.5% |
| All | +951.3% | +140.2% | +811.1% | +630.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 10y: compounded portfolio wealth divided by compounded PSA 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…
10y analysis · Full analysis span regression · 6 months rolling