+125,128.0%
APH vs SCHW
+16,815.6%
+108,312.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.2% |
| 7D | +4.9% | +2.0% | +2.9% | +4.3% |
| 30D | -5.4% | -3.6% | -1.8% | -4.5% |
| 3M | -5.5% | -15.0% | +9.5% | -1.4% |
| 6M | +25.9% | +2.6% | +23.3% | +23.8% |
| YTD | +16.4% | -5.7% | +22.0% | +16.8% |
| 1Y | +16.5% | -0.9% | +17.4% | +15.3% |
| 3Y | +270.9% | +79.4% | +191.5% | +208.2% |
| 5Y | +289.5% | +21.2% | +268.3% | +250.9% |
| 10Y | +930.0% | +193.3% | +736.7% | +598.9% |
| All | +125,128.0% | +16,815.6% | +108,312.4% | +30,503.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling