+1,095.3%
APH vs PSX
+1,139.4%
-44.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.5% | -51.2% | -48.7% |
| 7D | -48.7% | +6.4% | -55.1% | -50.0% |
| 30D | -51.9% | +26.6% | -78.5% | -55.4% |
| 3M | -43.6% | +39.3% | -82.8% | -49.2% |
| 6M | -37.5% | +56.8% | -94.3% | -46.1% |
| YTD | -38.6% | +101.8% | -140.5% | -51.3% |
| 1Y | -26.3% | +99.6% | -125.9% | -41.5% |
| 3Y | +89.2% | +140.3% | -51.1% | +38.2% |
| 5Y | +119.8% | +339.3% | -219.5% | +26.9% |
| 10Y | +454.3% | +369.9% | +84.4% | +187.8% |
| All | +1,095.3% | +1,139.4% | -44.2% | +380.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling