+262.1%
APH vs STM
+4.7%
+257.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.4% | -0.3% | +2.8% |
| 7D | -5.9% | -10.7% | +4.8% | -2.6% |
| 30D | -14.8% | -25.7% | +10.9% | -7.3% |
| 3M | -12.4% | -21.6% | +9.1% | -6.2% |
| 6M | +8.1% | -27.8% | +35.9% | +16.4% |
| YTD | +10.9% | +61.8% | -50.8% | -4.8% |
| 1Y | +8.8% | +78.1% | -69.3% | -9.2% |
| 3Y | +262.1% | +4.9% | +257.2% | +228.3% |
| All | +262.1% | +4.7% | +257.3% | +228.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 3y: compounded portfolio wealth divided by compounded STM 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…
3y analysis · Full analysis span regression · 6 months rolling