+1,068.5%
APH vs TRI
+196.1%
+872.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.5% | +5.3% | +0.5% |
| 7D | +0.2% | -7.1% | +7.3% | +2.1% |
| 30D | -3.3% | -2.3% | -1.0% | -3.3% |
| 3M | +14.0% | +19.6% | -5.5% | +4.9% |
| 6M | +24.4% | -8.7% | +33.1% | +25.4% |
| YTD | +21.4% | -22.3% | +43.7% | +30.2% |
| 1Y | +48.9% | -40.7% | +89.6% | +82.8% |
| 3Y | +290.1% | -17.8% | +307.9% | +285.2% |
| 5Y | +352.8% | -8.5% | +361.3% | +312.6% |
| All | +1,068.5% | +196.1% | +872.4% | +526.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling