+352.5%
APH vs PSLV
+161.1%
+191.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.0% |
| 7D | +1.6% | +3.3% | -1.7% | +1.0% |
| 30D | -3.0% | +2.1% | -5.1% | -3.5% |
| 3M | +5.7% | +7.1% | -1.4% | +4.0% |
| 6M | +20.0% | -21.6% | +41.6% | +24.0% |
| YTD | +20.8% | -6.7% | +27.5% | +16.4% |
| 1Y | +40.2% | +59.3% | -19.0% | +18.1% |
| 3Y | +288.1% | +182.1% | +106.0% | +183.3% |
| 5Y | +352.5% | +162.6% | +189.9% | +216.1% |
| All | +352.5% | +161.1% | +191.5% | +216.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling