+310.3%
APH vs S
-66.6%
+376.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +8.0% | +0.2% | +7.0% |
| 7D | +1.1% | +1.6% | -0.5% | +0.9% |
| 30D | -7.5% | -10.5% | +3.0% | -6.1% |
| 3M | -4.4% | +9.9% | -14.3% | -6.5% |
| 6M | +26.5% | +41.8% | -15.3% | +18.4% |
| YTD | +20.0% | +56.8% | -36.8% | +9.7% |
| 1Y | +16.9% | +39.0% | -22.1% | +8.6% |
| 3Y | +288.5% | +53.8% | +234.7% | +249.1% |
| 5Y | +310.3% | -68.6% | +378.9% | +319.0% |
| All | +310.3% | -66.6% | +376.9% | +319.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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