+282.2%
APH vs TRMB
-38.3%
+320.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.2% | +3.7% |
| 7D | -5.9% | -16.7% | +10.7% | +1.3% |
| 30D | -14.8% | -9.9% | -4.9% | -11.5% |
| 3M | -12.4% | -7.6% | -4.8% | -10.5% |
| 6M | +8.1% | -14.7% | +22.7% | +13.9% |
| YTD | +10.9% | -30.9% | +41.9% | +28.5% |
| 1Y | +8.8% | -31.3% | +40.1% | +26.4% |
| 3Y | +262.1% | +29.4% | +232.6% | +205.2% |
| All | +282.2% | -38.3% | +320.4% | +347.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling