+61,451.9%
APH vs PTC
+1,905.6%
+59,546.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -9.5% | -38.3% | -45.7% |
| 7D | -48.7% | -11.3% | -37.4% | -46.4% |
| 30D | -51.9% | +1.1% | -53.1% | -51.3% |
| 3M | -43.6% | +1.6% | -45.2% | -43.3% |
| 6M | -37.5% | -13.5% | -24.1% | -35.2% |
| YTD | -38.6% | -19.1% | -19.6% | -35.6% |
| 1Y | -26.3% | -33.9% | +7.5% | -19.2% |
| 3Y | +89.2% | -3.9% | +93.1% | +90.1% |
| 5Y | +119.8% | +6.0% | +113.8% | +114.9% |
| 10Y | +454.3% | +223.7% | +230.5% | +318.0% |
| All | +61,451.9% | +1,905.6% | +59,546.3% | +21,723.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling