+270.9%
APH vs RUN
-7.3%
+278.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.8% |
| 7D | +4.9% | -13.5% | +18.4% | +5.7% |
| 30D | -5.4% | +18.3% | -23.7% | -6.6% |
| 3M | -5.5% | -12.5% | +7.0% | -5.1% |
| 6M | +25.9% | -40.3% | +66.2% | +29.1% |
| YTD | +16.4% | -53.1% | +69.5% | +19.5% |
| 1Y | +16.5% | -54.3% | +70.8% | +19.7% |
| 3Y | +270.9% | -6.5% | +277.4% | +245.2% |
| All | +270.9% | -7.3% | +278.2% | +245.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling