+126,376.5%
APH vs TT
+13,268.8%
+113,107.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.7% | -4.5% | -5.4% |
| 7D | -2.4% | -8.5% | +6.1% | +1.4% |
| 30D | -9.5% | -12.8% | +3.3% | -3.9% |
| 3M | -7.6% | -12.9% | +5.2% | -1.8% |
| 6M | +12.4% | -15.2% | +27.6% | +20.8% |
| YTD | +17.5% | +6.2% | +11.3% | +14.5% |
| 1Y | +16.4% | -4.5% | +20.9% | +18.8% |
| 3Y | +281.6% | +93.6% | +188.0% | +188.0% |
| 5Y | +317.7% | +141.1% | +176.7% | +184.6% |
| 10Y | +967.8% | +796.8% | +171.1% | +323.1% |
| All | +126,376.5% | +13,268.8% | +113,107.7% | +17,944.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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