+951.3%
APH vs TTMI
+476.8%
+474.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TTMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +13.3% | -5.1% | +4.0% |
| 7D | +1.1% | -1.6% | +2.7% | +1.5% |
| 30D | -7.5% | -37.7% | +30.3% | +5.1% |
| 3M | -4.4% | -45.1% | +40.7% | +12.1% |
| 6M | +26.5% | -52.1% | +78.6% | +51.7% |
| YTD | +20.0% | +9.2% | +10.9% | +6.4% |
| 1Y | +16.9% | +12.9% | +4.0% | +1.4% |
| 3Y | +288.5% | +445.5% | -157.0% | +92.0% |
| 5Y | +310.3% | +427.9% | -117.6% | +96.4% |
| 10Y | +951.3% | +449.9% | +501.4% | +372.9% |
| All | +951.3% | +476.8% | +474.5% | +372.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TTMI.
Daily Out/Under-Performance
Portfolio return minus TTMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TTMI 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 TTMI 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