+355.9%
APH vs PSA
+13.6%
+342.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | +5.0% | -3.7% | +8.6% | +6.0% |
| 30D | -3.9% | -7.7% | +3.9% | -1.7% |
| 3M | +13.0% | -0.6% | +13.6% | +12.3% |
| 6M | +25.2% | -0.9% | +26.1% | +24.3% |
| YTD | +22.9% | +18.7% | +4.3% | +15.5% |
| 1Y | +47.8% | +7.6% | +40.2% | +42.7% |
| 3Y | +283.0% | +23.7% | +259.4% | +238.9% |
| All | +355.9% | +13.6% | +342.4% | +321.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling