+955.2%
APH vs RUN
+94.0%
+861.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -10.6% | +9.6% | +0.2% |
| 7D | -5.0% | +0.3% | -5.4% | -5.4% |
| 30D | -8.4% | +14.0% | -22.4% | -10.2% |
| 3M | -4.5% | -11.8% | +7.2% | -3.8% |
| 6M | +25.3% | -40.4% | +65.7% | +31.3% |
| YTD | +18.9% | -52.7% | +71.6% | +25.3% |
| 1Y | +11.9% | -52.5% | +64.5% | +17.7% |
| 3Y | +278.0% | -7.7% | +285.7% | +214.9% |
| 5Y | +306.4% | -83.9% | +390.3% | +305.6% |
| 10Y | +955.2% | +84.9% | +870.3% | +582.8% |
| All | +955.2% | +94.0% | +861.2% | +582.8% |
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