+707.4%
APH vs REPL
-6.0%
+713.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +0.9% |
| 7D | +5.0% | -3.0% | +7.9% | +5.1% |
| 30D | -3.9% | +27.1% | -31.0% | -4.9% |
| 3M | +13.0% | +52.4% | -39.4% | +9.2% |
| 6M | +25.2% | +107.4% | -82.3% | +14.5% |
| YTD | +22.9% | +54.7% | -31.8% | +14.2% |
| 1Y | +47.8% | +158.9% | -111.0% | +29.7% |
| 3Y | +283.0% | -23.7% | +306.8% | +224.8% |
| 5Y | +349.7% | -54.3% | +404.0% | +289.5% |
| All | +707.4% | -6.0% | +713.4% | +482.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling