+282.2%
APH vs RUN
-82.6%
+364.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +4.0% |
| 7D | -5.9% | +33.4% | -39.4% | -8.5% |
| 30D | -14.8% | +31.1% | -45.9% | -17.1% |
| 3M | -12.4% | +6.4% | -18.8% | -13.3% |
| 6M | +8.1% | -22.2% | +30.3% | +9.6% |
| YTD | +10.9% | -45.8% | +56.7% | +14.3% |
| 1Y | +8.8% | -51.1% | +59.9% | +12.7% |
| 3Y | +262.1% | -3.0% | +265.1% | +210.8% |
| All | +282.2% | -82.6% | +364.7% | +288.3% |
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