+355.9%
APH vs TGT
-21.2%
+377.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +0.8% | +4.2% | +4.8% |
| 30D | -3.9% | +12.2% | -16.1% | -6.4% |
| 3M | +13.0% | +33.8% | -20.8% | +5.2% |
| 6M | +25.2% | +39.3% | -14.1% | +15.3% |
| YTD | +22.9% | +72.9% | -49.9% | +7.4% |
| 1Y | +47.8% | +84.6% | -36.7% | +26.7% |
| 3Y | +283.0% | +46.2% | +236.8% | +229.5% |
| All | +355.9% | -21.2% | +377.2% | +363.4% |
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