+126,376.5%
APH vs SLB
+542.0%
+125,834.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.1% | -5.1% | -5.8% |
| 7D | -2.4% | -4.1% | +1.7% | -1.2% |
| 30D | -9.5% | +2.5% | -12.0% | -10.2% |
| 3M | -7.6% | +2.0% | -9.6% | -8.6% |
| 6M | +12.4% | -6.3% | +18.7% | +13.2% |
| YTD | +17.5% | +36.5% | -19.0% | +5.5% |
| 1Y | +16.4% | +46.2% | -29.8% | +2.2% |
| 3Y | +281.6% | -2.1% | +283.7% | +268.7% |
| 5Y | +317.7% | +73.7% | +244.0% | +221.5% |
| 10Y | +967.8% | -12.3% | +980.1% | +807.0% |
| All | +126,376.5% | +542.0% | +125,834.5% | +72,518.7% |
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