+119,301.1%
APH vs TGT
+5,941.6%
+113,359.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +4.0% |
| 7D | -5.9% | +2.6% | -8.5% | -6.8% |
| 30D | -14.8% | +5.0% | -19.8% | -16.4% |
| 3M | -12.4% | +8.5% | -21.0% | -15.2% |
| 6M | +8.1% | +23.8% | -15.7% | -0.1% |
| YTD | +10.9% | +66.5% | -55.6% | -6.7% |
| 1Y | +8.8% | +84.9% | -76.1% | -11.7% |
| 3Y | +262.1% | +59.2% | +202.8% | +193.4% |
| 5Y | +283.1% | -27.2% | +310.3% | +286.2% |
| 10Y | +908.1% | +221.5% | +686.6% | +502.0% |
| All | +119,301.1% | +5,941.6% | +113,359.5% | +38,345.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling