+955.2%
APH vs TRI
+222.0%
+733.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | -5.0% | -1.6% | -3.4% | -5.0% |
| 30D | -8.4% | +5.0% | -13.4% | -10.7% |
| 3M | -4.5% | +4.6% | -9.1% | -7.6% |
| 6M | +25.3% | +18.3% | +7.0% | +13.9% |
| YTD | +18.9% | -14.7% | +33.6% | +22.4% |
| 1Y | +11.9% | -16.7% | +28.6% | +16.4% |
| 3Y | +278.0% | -11.3% | +289.3% | +262.4% |
| 5Y | +306.4% | -0.6% | +307.0% | +257.6% |
| 10Y | +955.2% | +220.2% | +734.9% | +446.0% |
| All | +955.2% | +222.0% | +733.2% | +446.0% |
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