+944.2%
APH vs PTC
+317.3%
+626.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | +0.4% | +0.5% | -0.1% | +0.2% |
| 30D | -8.0% | +0.9% | -8.9% | -8.2% |
| 3M | -5.0% | +30.4% | -35.4% | -15.1% |
| 6M | +29.9% | +34.4% | -4.5% | +13.2% |
| YTD | +18.0% | +12.6% | +5.4% | +9.4% |
| 1Y | +11.3% | +10.2% | +1.1% | +4.1% |
| 3Y | +274.9% | +29.4% | +245.6% | +221.2% |
| 5Y | +300.6% | +63.7% | +236.9% | +206.9% |
| 10Y | +944.2% | +316.9% | +627.3% | +453.3% |
| All | +944.2% | +317.3% | +626.9% | +453.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling