+355.9%
APH vs TRV
+156.1%
+199.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | +5.0% | -0.1% | +5.1% | +5.0% |
| 30D | -3.9% | -3.4% | -0.5% | -3.4% |
| 3M | +13.0% | +26.4% | -13.4% | +7.2% |
| 6M | +25.2% | +19.3% | +5.9% | +20.2% |
| YTD | +22.9% | +28.3% | -5.4% | +15.7% |
| 1Y | +47.8% | +34.3% | +13.6% | +37.2% |
| 3Y | +283.0% | +140.1% | +142.9% | +185.7% |
| All | +355.9% | +156.1% | +199.8% | +225.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling