+61,451.9%
APH vs PSA
+15,193.7%
+46,258.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.6% | -46.2% | -47.2% |
| 7D | -48.7% | -3.0% | -45.8% | -47.9% |
| 30D | -51.9% | -7.7% | -44.2% | -50.3% |
| 3M | -43.6% | -0.6% | -43.0% | -43.5% |
| 6M | -37.5% | -0.9% | -36.6% | -37.4% |
| YTD | -38.6% | +18.7% | -57.3% | -42.4% |
| 1Y | -26.3% | +7.6% | -34.0% | -28.7% |
| 3Y | +89.2% | +23.7% | +65.5% | +70.4% |
| 5Y | +119.8% | +13.7% | +106.1% | +102.1% |
| 10Y | +454.3% | +98.9% | +355.4% | +303.3% |
| All | +61,451.9% | +15,193.7% | +46,258.2% | +17,419.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling