+132,206.2%
APH vs TRV
+5,302.2%
+126,904.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.4% |
| 7D | +5.0% | -0.1% | +5.1% | +5.0% |
| 30D | -3.9% | -3.4% | -0.5% | -2.7% |
| 3M | +13.0% | +26.4% | -13.4% | +2.4% |
| 6M | +25.2% | +19.3% | +5.9% | +15.7% |
| YTD | +22.9% | +28.3% | -5.4% | +10.1% |
| 1Y | +47.8% | +34.3% | +13.6% | +29.6% |
| 3Y | +283.0% | +140.1% | +142.9% | +162.3% |
| 5Y | +349.7% | +155.7% | +193.9% | +197.0% |
| 10Y | +1,061.2% | +285.5% | +775.7% | +538.3% |
| All | +132,206.2% | +5,302.2% | +126,904.0% | +30,073.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling