+61,451.9%
APH vs SLB
+616.1%
+60,835.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.8% | -44.0% | -46.7% |
| 7D | -48.7% | +5.1% | -53.8% | -49.0% |
| 30D | -51.9% | +15.8% | -67.8% | -53.6% |
| 3M | -43.6% | -0.3% | -43.2% | -43.4% |
| 6M | -37.5% | +21.3% | -58.9% | -41.1% |
| YTD | -38.6% | +52.3% | -90.9% | -46.0% |
| 1Y | -26.3% | +63.6% | -89.9% | -36.7% |
| 3Y | +89.2% | +3.8% | +85.4% | +81.4% |
| 5Y | +119.8% | +128.6% | -8.8% | +57.0% |
| 10Y | +454.3% | -3.1% | +457.3% | +362.3% |
| All | +61,451.9% | +616.1% | +60,835.9% | +34,525.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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