+1,041.3%
APH vs RUN
+46.3%
+994.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.7% |
| 7D | +0.2% | +10.2% | -9.9% | -0.9% |
| 30D | -3.3% | -9.6% | +6.3% | -2.4% |
| 3M | +14.0% | -31.5% | +45.5% | +18.4% |
| 6M | +24.4% | -18.7% | +43.1% | +26.1% |
| YTD | +21.4% | -49.9% | +71.3% | +27.9% |
| 1Y | +48.9% | -45.5% | +94.4% | +54.1% |
| 3Y | +290.1% | -34.1% | +324.2% | +242.0% |
| 5Y | +352.8% | -79.4% | +432.3% | +336.1% |
| 10Y | +1,041.3% | +48.9% | +992.3% | +646.8% |
| All | +1,041.3% | +46.3% | +994.9% | +646.8% |
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