+1,041.3%
APH vs TRV
+282.1%
+759.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.9% |
| 7D | +0.2% | +0.5% | -0.3% | 0.0% |
| 30D | -3.3% | -4.9% | +1.5% | -1.6% |
| 3M | +14.0% | +23.7% | -9.7% | +3.7% |
| 6M | +24.4% | +20.3% | +4.1% | +14.1% |
| YTD | +21.4% | +27.1% | -5.6% | +8.2% |
| 1Y | +48.9% | +35.3% | +13.6% | +28.6% |
| 3Y | +290.1% | +139.8% | +150.3% | +149.0% |
| 5Y | +352.8% | +153.9% | +199.0% | +174.9% |
| 10Y | +1,041.3% | +285.9% | +755.4% | +479.4% |
| All | +1,041.3% | +282.1% | +759.1% | +479.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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