+14,123.8%
APH vs TRI
+578.0%
+13,545.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -3.8% | +12.0% | +9.8% |
| 7D | +1.1% | -11.4% | +12.5% | +5.1% |
| 30D | -7.5% | +4.9% | -12.4% | -11.3% |
| 3M | -4.4% | +7.0% | -11.5% | -10.6% |
| 6M | +26.5% | +18.2% | +8.3% | +8.0% |
| YTD | +20.0% | -14.8% | +34.8% | +17.0% |
| 1Y | +16.9% | -18.0% | +34.8% | +16.0% |
| 3Y | +288.5% | -12.0% | +300.5% | +259.3% |
| 5Y | +310.3% | -0.8% | +311.1% | +252.3% |
| 10Y | +951.3% | +220.1% | +731.1% | +357.2% |
| All | +14,123.8% | +578.0% | +13,545.8% | +3,134.3% |
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