+285.6%
APH vs TOST
+55.9%
+229.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +5.0% | -3.4% | +8.4% | +5.7% |
| 30D | -3.9% | -2.4% | -1.4% | -3.6% |
| 3M | +13.0% | +34.6% | -21.6% | +5.5% |
| 6M | +25.2% | +15.2% | +9.9% | +20.1% |
| YTD | +22.9% | -4.4% | +27.3% | +22.0% |
| 1Y | +47.8% | -17.4% | +65.3% | +51.2% |
| All | +285.6% | +55.9% | +229.7% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded TOST 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling