+16.4%
APH vs SCHW
+1.9%
+14.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.6% | -10.7% | -6.1% |
| 7D | -2.4% | +5.2% | -7.6% | -2.4% |
| 30D | -9.5% | -4.7% | -4.8% | -9.2% |
| 3M | -7.6% | -11.9% | +4.3% | -7.2% |
| 6M | +12.4% | +2.7% | +9.7% | +10.0% |
| YTD | +17.5% | -5.6% | +23.1% | +16.0% |
| 1Y | +16.4% | +0.8% | +15.6% | +9.6% |
| All | +16.4% | +1.9% | +14.5% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 1y: compounded portfolio wealth divided by compounded SCHW 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…
1y analysis · Full analysis span regression · 6 months rolling