+25,101.3%
APH vs TKO
+1,366.3%
+23,734.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.3% |
| 7D | +5.0% | +0.7% | +4.2% | +4.7% |
| 30D | -3.9% | +1.6% | -5.5% | -4.4% |
| 3M | +13.0% | -7.8% | +20.8% | +14.4% |
| 6M | +25.2% | -13.3% | +38.4% | +28.3% |
| YTD | +22.9% | -10.3% | +33.2% | +24.7% |
| 1Y | +47.8% | -0.6% | +48.5% | +46.0% |
| 3Y | +283.0% | +88.5% | +194.5% | +221.3% |
| 5Y | +349.7% | +284.7% | +64.9% | +213.8% |
| 10Y | +1,061.2% | +905.7% | +155.5% | +501.7% |
| All | +25,101.3% | +1,366.3% | +23,734.9% | +7,549.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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