+955.2%
APH vs PTC
+315.4%
+639.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -1.1% |
| 7D | -5.0% | +1.3% | -6.3% | -5.4% |
| 30D | -8.4% | +1.1% | -9.4% | -8.7% |
| 3M | -4.5% | +30.1% | -34.7% | -14.6% |
| 6M | +25.3% | +34.0% | -8.8% | +9.3% |
| YTD | +18.9% | +12.8% | +6.1% | +10.2% |
| 1Y | +11.9% | +10.7% | +1.2% | +4.4% |
| 3Y | +278.0% | +29.6% | +248.3% | +223.5% |
| 5Y | +306.4% | +63.5% | +242.9% | +211.5% |
| 10Y | +955.2% | +316.7% | +638.5% | +459.7% |
| All | +955.2% | +315.4% | +639.8% | +459.7% |
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