+883.4%
APH vs TRMB
+105.7%
+777.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.2% | +3.7% |
| 7D | -5.9% | -16.7% | +10.7% | +1.6% |
| 30D | -14.8% | -9.9% | -4.9% | -11.4% |
| 3M | -12.4% | -7.6% | -4.8% | -10.5% |
| 6M | +8.1% | -14.7% | +22.7% | +13.7% |
| YTD | +10.9% | -30.9% | +41.9% | +27.9% |
| 1Y | +8.8% | -31.3% | +40.1% | +25.8% |
| 3Y | +262.1% | +29.4% | +232.6% | +205.5% |
| 5Y | +283.1% | -37.4% | +320.5% | +340.2% |
| All | +883.4% | +105.7% | +777.7% | +594.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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