+944.2%
APH vs PSA
+134.8%
+809.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.4% | -2.1% | +2.4% | +1.0% |
| 30D | -8.0% | +16.2% | -24.2% | -12.5% |
| 3M | -5.0% | +4.3% | -9.3% | -6.6% |
| 6M | +29.9% | +9.9% | +20.0% | +24.9% |
| YTD | +18.0% | +33.3% | -15.3% | +6.0% |
| 1Y | +11.3% | +25.8% | -14.5% | +1.9% |
| 3Y | +274.9% | +54.8% | +220.2% | +207.4% |
| 5Y | +300.6% | +27.5% | +273.1% | +251.6% |
| All | +944.2% | +134.8% | +809.4% | +628.3% |
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