+279.2%
APH vs TRI
+3.3%
+275.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.7% | +8.8% | +4.4% |
| 7D | -5.9% | -4.8% | -1.1% | -5.8% |
| 30D | -14.8% | +13.4% | -28.2% | -16.3% |
| 3M | -12.4% | +13.1% | -25.6% | -14.3% |
| 6M | +8.1% | +24.4% | -16.4% | +3.2% |
| YTD | +10.9% | -11.4% | +22.4% | +19.0% |
| 1Y | +8.8% | -15.6% | +24.4% | +19.2% |
| 3Y | +262.1% | -6.5% | +268.5% | +242.6% |
| All | +279.2% | +3.3% | +275.9% | +213.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling