+282.2%
APH vs TGT
-26.9%
+309.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +4.1% |
| 7D | -5.9% | +2.6% | -8.5% | -6.5% |
| 30D | -14.8% | +5.0% | -19.8% | -15.9% |
| 3M | -12.4% | +8.5% | -21.0% | -14.3% |
| 6M | +8.1% | +23.8% | -15.7% | +2.1% |
| YTD | +10.9% | +66.5% | -55.6% | -2.5% |
| 1Y | +8.8% | +84.9% | -76.1% | -6.9% |
| 3Y | +262.1% | +59.2% | +202.8% | +201.6% |
| All | +282.2% | -26.9% | +309.1% | +303.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling