+13,045.3%
APH vs TRI
+604.8%
+12,440.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.7% | +8.8% | +6.1% |
| 7D | -5.9% | -4.8% | -1.1% | -5.0% |
| 30D | -14.8% | +13.4% | -28.2% | -20.9% |
| 3M | -12.4% | +13.1% | -25.6% | -19.9% |
| 6M | +8.1% | +24.4% | -16.4% | -9.6% |
| YTD | +10.9% | -11.4% | +22.4% | +6.6% |
| 1Y | +8.8% | -15.6% | +24.4% | +7.0% |
| 3Y | +262.1% | -6.5% | +268.5% | +225.9% |
| 5Y | +283.1% | +5.3% | +277.9% | +220.4% |
| 10Y | +908.1% | +239.9% | +668.2% | +327.1% |
| All | +13,045.3% | +604.8% | +12,440.5% | +2,846.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling