+17,488.2%
APH vs PWR
+6,979.4%
+10,508.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -12.3% | +3.0% | -5.8% |
| 7D | -12.7% | -19.9% | +7.1% | -6.9% |
| 30D | -19.2% | -29.3% | +10.1% | -10.6% |
| 3M | -16.7% | -25.5% | +8.8% | -9.3% |
| 6M | +5.1% | -34.0% | +39.2% | +18.0% |
| YTD | +6.6% | +20.7% | -14.1% | +0.4% |
| 1Y | +3.9% | +12.3% | -8.4% | 0.0% |
| 3Y | +246.0% | +201.9% | +44.2% | +152.6% |
| 5Y | +268.0% | +336.8% | -68.8% | +140.3% |
| 10Y | +868.2% | +1,748.9% | -880.6% | +325.1% |
| All | +17,488.2% | +6,979.4% | +10,508.7% | +5,294.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling