+282.2%
APH vs PTC
+55.9%
+226.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +4.1% |
| 7D | -5.9% | -0.2% | -5.7% | -5.9% |
| 30D | -14.8% | +0.8% | -15.6% | -15.0% |
| 3M | -12.4% | +32.1% | -44.5% | -20.7% |
| 6M | +8.1% | +42.6% | -34.6% | -6.3% |
| YTD | +10.9% | +12.0% | -1.0% | +6.5% |
| 1Y | +8.8% | +12.2% | -3.4% | +4.3% |
| 3Y | +262.1% | +31.2% | +230.8% | +207.3% |
| All | +282.2% | +55.9% | +226.2% | +185.3% |
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 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