+8.8%
APH vs PSX
+85.2%
-76.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.7% | +4.0% |
| 7D | -5.9% | -13.1% | +7.2% | -9.8% |
| 30D | -14.8% | -9.5% | -5.3% | -16.9% |
| 3M | -12.4% | +20.2% | -32.6% | -5.5% |
| 6M | +8.1% | +44.9% | -36.8% | +26.3% |
| YTD | +10.9% | +94.4% | -83.5% | +39.5% |
| 1Y | +8.8% | +83.1% | -74.3% | +38.2% |
| All | +8.8% | +85.2% | -76.4% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling