+285.2%
APH vs RUN
-85.3%
+370.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.9% |
| 7D | +4.9% | -13.5% | +18.4% | +6.1% |
| 30D | -5.4% | +18.3% | -23.7% | -7.2% |
| 3M | -5.5% | -12.5% | +7.0% | -4.9% |
| 6M | +25.9% | -40.3% | +66.2% | +30.7% |
| YTD | +16.4% | -53.1% | +69.5% | +21.3% |
| 1Y | +16.5% | -54.3% | +70.8% | +21.6% |
| 3Y | +270.9% | -6.5% | +277.4% | +217.1% |
| All | +285.2% | -85.3% | +370.5% | +295.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling