+282.2%
APH vs TRU
-26.8%
+308.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.1% | +6.2% | +4.7% |
| 7D | -5.9% | +5.7% | -11.7% | -7.5% |
| 30D | -14.8% | +29.2% | -44.0% | -21.4% |
| 3M | -12.4% | +2.7% | -15.1% | -14.1% |
| 6M | +8.1% | +15.2% | -7.1% | +0.9% |
| YTD | +10.9% | -4.9% | +15.8% | +9.0% |
| 1Y | +8.8% | +3.4% | +5.4% | +3.6% |
| 3Y | +262.1% | +63.2% | +198.9% | +182.0% |
| All | +282.2% | -26.8% | +308.9% | +324.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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