+352.5%
APH vs QSR
+43.4%
+309.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | +1.6% | -2.4% | +4.0% | +2.3% |
| 30D | -3.0% | +5.7% | -8.7% | -4.6% |
| 3M | +5.7% | +6.9% | -1.2% | +3.2% |
| 6M | +20.0% | +6.9% | +13.1% | +16.7% |
| YTD | +20.8% | +14.9% | +5.9% | +14.1% |
| 1Y | +40.2% | +29.1% | +11.1% | +25.6% |
| 3Y | +288.1% | +26.1% | +262.0% | +237.9% |
| 5Y | +352.5% | +42.3% | +310.2% | +247.7% |
| All | +352.5% | +43.4% | +309.1% | +247.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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