+306.4%
APH vs ROIV
+403.5%
-97.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.1% |
| 7D | -5.0% | +14.3% | -19.3% | -6.7% |
| 30D | -8.4% | +16.2% | -24.6% | -10.2% |
| 3M | -4.5% | +15.1% | -19.6% | -6.7% |
| 6M | +25.3% | +44.2% | -18.9% | +18.6% |
| YTD | +18.9% | +89.8% | -70.9% | +8.7% |
| 1Y | +11.9% | +94.6% | -82.6% | +1.9% |
| 3Y | +278.0% | +367.5% | -89.6% | +213.2% |
| 5Y | +306.4% | +421.4% | -115.0% | +201.8% |
| All | +306.4% | +403.5% | -97.1% | +201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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