+277.4%
APH vs PSLV
+115.3%
+162.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.5% | +3.9% | +1.1% |
| 7D | +11.1% | -4.3% | +15.4% | +12.1% |
| 30D | -7.3% | -16.6% | +9.3% | -4.0% |
| 3M | -6.2% | -24.6% | +18.4% | -1.2% |
| 6M | +24.9% | -42.5% | +67.5% | +37.1% |
| YTD | +18.4% | -31.7% | +50.1% | +20.1% |
| 1Y | +13.0% | -8.7% | +21.6% | +5.7% |
| All | +277.4% | +115.3% | +162.1% | +187.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 3y: compounded portfolio wealth divided by compounded PSLV 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…
3y analysis · Full analysis span regression · 6 months rolling