+122.9%
APH vs PWR
+443.9%
-321.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.9% | -50.6% | -49.1% |
| 7D | -48.7% | +0.4% | -49.1% | -49.4% |
| 30D | -51.9% | -8.6% | -43.4% | -50.4% |
| 3M | -43.6% | -13.2% | -30.4% | -40.6% |
| 6M | -37.5% | +9.9% | -47.4% | -42.8% |
| YTD | -38.6% | +48.0% | -86.7% | -51.8% |
| 1Y | -26.3% | +66.2% | -92.5% | -45.7% |
| 3Y | +89.2% | +195.1% | -105.9% | +4.8% |
| All | +122.9% | +443.9% | -321.0% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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