+930.0%
APH vs TGT
+206.3%
+723.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.1% | -1.8% |
| 7D | +4.9% | +2.6% | +2.2% | +4.3% |
| 30D | -5.4% | +4.7% | -10.1% | -6.6% |
| 3M | -5.5% | +4.6% | -10.0% | -6.9% |
| 6M | +25.9% | +34.9% | -9.0% | +15.4% |
| YTD | +16.4% | +70.9% | -54.5% | 0.0% |
| 1Y | +16.5% | +84.4% | -67.9% | -2.1% |
| 3Y | +270.9% | +69.1% | +201.7% | +202.4% |
| 5Y | +289.5% | -26.9% | +316.4% | +297.1% |
| All | +930.0% | +206.3% | +723.7% | +640.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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