+1,041.3%
APH vs TGT
+212.5%
+828.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.0% |
| 7D | +0.2% | -0.6% | +0.8% | +0.4% |
| 30D | -3.3% | +9.5% | -12.9% | -5.7% |
| 3M | +14.0% | +32.3% | -18.2% | +5.5% |
| 6M | +24.4% | +37.0% | -12.6% | +13.9% |
| YTD | +21.4% | +71.0% | -49.6% | +4.6% |
| 1Y | +48.9% | +85.0% | -36.1% | +25.3% |
| 3Y | +290.1% | +46.8% | +243.3% | +232.8% |
| 5Y | +352.8% | -22.7% | +375.6% | +355.1% |
| 10Y | +1,041.3% | +216.3% | +825.0% | +716.9% |
| All | +1,041.3% | +212.5% | +828.8% | +716.9% |
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