+114,578.9%
APH vs PTC
+2,667.6%
+111,911.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.0% | -9.3% |
| 7D | -12.7% | -0.1% | -12.6% | -12.7% |
| 30D | -19.2% | +0.8% | -20.0% | -19.3% |
| 3M | -16.7% | +39.6% | -56.3% | -23.8% |
| 6M | +5.1% | +41.5% | -36.3% | -5.0% |
| YTD | +6.6% | +11.7% | -5.1% | +1.0% |
| 1Y | +3.9% | +2.4% | +1.5% | +0.3% |
| 3Y | +246.0% | +31.9% | +214.1% | +214.4% |
| 5Y | +268.0% | +54.5% | +213.5% | +221.5% |
| 10Y | +868.2% | +342.1% | +526.2% | +561.4% |
| All | +114,578.9% | +2,667.6% | +111,911.2% | +36,616.8% |
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