+883.4%
APH vs RUN
+102.4%
+781.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +4.0% |
| 7D | -5.9% | +33.4% | -39.4% | -9.2% |
| 30D | -14.8% | +31.1% | -45.9% | -17.7% |
| 3M | -12.4% | +6.4% | -18.8% | -13.6% |
| 6M | +8.1% | -22.2% | +30.3% | +10.0% |
| YTD | +10.9% | -45.8% | +56.7% | +15.2% |
| 1Y | +8.8% | -51.1% | +59.9% | +13.9% |
| 3Y | +262.1% | -3.0% | +265.1% | +201.1% |
| 5Y | +283.1% | -82.2% | +365.4% | +279.2% |
| All | +883.4% | +102.4% | +781.0% | +529.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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