+122.9%
APH vs PTC
+6.0%
+116.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -9.5% | -38.3% | -43.7% |
| 7D | -48.7% | -11.3% | -37.4% | -44.2% |
| 30D | -51.9% | +1.1% | -53.1% | -50.4% |
| 3M | -43.6% | +1.6% | -45.2% | -42.3% |
| 6M | -37.5% | -13.5% | -24.1% | -31.9% |
| YTD | -38.6% | -19.1% | -19.6% | -31.4% |
| 1Y | -26.3% | -33.9% | +7.5% | -9.8% |
| 3Y | +89.2% | -3.9% | +93.1% | +86.2% |
| All | +122.9% | +6.0% | +116.8% | +97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling