+951.3%
APH vs TRMB
+105.8%
+845.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.1% | +7.2% | +7.7% |
| 7D | +1.1% | -17.0% | +18.0% | +9.4% |
| 30D | -7.5% | -9.0% | +1.5% | -4.1% |
| 3M | -4.4% | -8.1% | +3.7% | -2.0% |
| 6M | +26.5% | -10.1% | +36.5% | +29.8% |
| YTD | +20.0% | -30.2% | +50.3% | +37.8% |
| 1Y | +16.9% | -30.7% | +47.6% | +34.6% |
| 3Y | +288.5% | +32.6% | +255.9% | +224.2% |
| 5Y | +310.3% | -38.1% | +348.4% | +374.6% |
| 10Y | +951.3% | +98.9% | +852.4% | +646.1% |
| All | +951.3% | +105.8% | +845.5% | +646.1% |
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