+400.4%
APH vs ROIV
+264.1%
+136.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +6.1% | -12.2% | -6.9% |
| 7D | -2.4% | +3.0% | -5.4% | -2.8% |
| 30D | -9.5% | +6.8% | -16.3% | -10.3% |
| 3M | -7.6% | +10.5% | -18.1% | -9.2% |
| 6M | +12.4% | +34.8% | -22.4% | +7.6% |
| YTD | +17.5% | +76.2% | -58.7% | +9.1% |
| 1Y | +16.4% | +92.4% | -76.0% | +7.0% |
| 3Y | +281.6% | +312.0% | -30.3% | +224.6% |
| 5Y | +317.7% | +388.3% | -70.5% | +224.6% |
| All | +400.4% | +264.1% | +136.3% | +313.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling