+1,055.9%
APH vs TRMB
+116.7%
+939.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.3% |
| 7D | +5.0% | -2.5% | +7.5% | +6.1% |
| 30D | -3.9% | +1.5% | -5.4% | -5.0% |
| 3M | +13.0% | +6.8% | +6.2% | +8.1% |
| 6M | +25.2% | -14.9% | +40.1% | +33.0% |
| YTD | +22.9% | -24.1% | +47.0% | +37.0% |
| 1Y | +47.8% | -25.4% | +73.2% | +65.7% |
| 3Y | +283.0% | +8.0% | +275.0% | +252.6% |
| 5Y | +349.7% | -37.3% | +387.0% | +421.0% |
| All | +1,055.9% | +116.7% | +939.1% | +667.3% |
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