+306.5%
APH vs PSKY
-78.6%
+385.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.8% | +2.2% | -2.4% |
| 7D | -9.0% | -24.6% | +15.5% | -7.8% |
| 30D | +1.2% | -36.1% | +37.3% | +3.4% |
| 3M | +16.5% | -34.6% | +51.0% | +18.2% |
| 6M | +6.9% | -40.5% | +47.4% | +9.3% |
| YTD | +18.0% | -47.7% | +65.7% | +21.6% |
| 1Y | +25.5% | -58.4% | +83.8% | +31.7% |
| 3Y | +289.7% | -40.7% | +330.3% | +278.6% |
| All | +306.5% | -78.6% | +385.2% | +347.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 PSKY 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