+285.6%
APH vs PSX
+139.3%
+146.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +5.0% | +4.5% | +0.4% | +4.6% |
| 30D | -3.9% | +26.6% | -30.5% | -5.9% |
| 3M | +13.0% | +39.3% | -26.3% | +9.6% |
| 6M | +25.2% | +56.8% | -31.7% | +18.8% |
| YTD | +22.9% | +101.8% | -78.9% | +9.8% |
| 1Y | +47.8% | +99.6% | -51.8% | +32.1% |
| All | +285.6% | +139.3% | +146.4% | +222.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling