+4,983.5%
APH vs TPR
+7,380.8%
-2,397.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.0% | -46.8% | -47.5% |
| 7D | -48.7% | -0.9% | -47.8% | -48.4% |
| 30D | -51.9% | -23.3% | -28.7% | -47.9% |
| 3M | -43.6% | -12.8% | -30.8% | -41.4% |
| 6M | -37.5% | -21.7% | -15.8% | -33.2% |
| YTD | -38.6% | -3.9% | -34.8% | -38.9% |
| 1Y | -26.3% | +16.9% | -43.2% | -31.6% |
| 3Y | +89.2% | +289.8% | -200.6% | +14.5% |
| 5Y | +119.8% | +241.9% | -122.1% | +33.4% |
| 10Y | +454.3% | +322.7% | +131.6% | +170.0% |
| All | +4,983.5% | +7,380.8% | -2,397.3% | +994.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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