+6,676.4%
APH vs TRI
+561.6%
+6,114.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.5% | -46.3% | -47.1% |
| 7D | -48.7% | +0.9% | -49.6% | -48.6% |
| 30D | -51.9% | +7.9% | -59.8% | -53.6% |
| 3M | -43.6% | +24.1% | -67.6% | -50.5% |
| 6M | -37.5% | +3.8% | -41.4% | -41.7% |
| YTD | -38.6% | -16.9% | -21.8% | -37.3% |
| 1Y | -26.3% | -38.4% | +12.1% | -11.9% |
| 3Y | +89.2% | -12.2% | +101.4% | +80.9% |
| 5Y | +119.8% | -1.8% | +121.6% | +95.9% |
| 10Y | +454.3% | +207.6% | +246.6% | +154.7% |
| All | +6,676.4% | +561.6% | +6,114.8% | +1,515.1% |
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