+952.6%
APH vs TRMB
+102.8%
+849.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | -5.0% | -16.6% | +11.5% | +2.5% |
| 30D | -8.4% | -8.9% | +0.5% | -5.1% |
| 3M | -4.5% | -6.3% | +1.8% | -2.9% |
| 6M | +25.3% | -10.0% | +35.2% | +28.5% |
| YTD | +18.9% | -30.1% | +49.0% | +36.4% |
| 1Y | +11.9% | -31.3% | +43.2% | +29.5% |
| 3Y | +278.0% | +30.8% | +247.1% | +217.5% |
| 5Y | +306.4% | -35.9% | +342.4% | +362.7% |
| All | +952.6% | +102.8% | +849.9% | +649.5% |
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