+944.2%
APH vs STZ
+12.8%
+931.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | +0.4% | -0.9% | +1.3% | +0.7% |
| 30D | -8.0% | +14.9% | -22.9% | -11.8% |
| 3M | -5.0% | +8.4% | -13.4% | -7.8% |
| 6M | +29.9% | +2.8% | +27.1% | +27.2% |
| YTD | +18.0% | +7.5% | +10.4% | +12.6% |
| 1Y | +11.3% | +12.5% | -1.2% | +4.4% |
| 3Y | +274.9% | -35.4% | +310.3% | +316.6% |
| 5Y | +300.6% | -29.3% | +329.9% | +325.2% |
| 10Y | +944.2% | +11.8% | +932.4% | +836.2% |
| All | +944.2% | +12.8% | +931.4% | +836.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling