+355.9%
APH vs TYL
-25.2%
+381.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +1.8% |
| 7D | +5.0% | -3.7% | +8.6% | +5.8% |
| 30D | -3.9% | +18.7% | -22.6% | -8.0% |
| 3M | +13.0% | +18.1% | -5.2% | +7.2% |
| 6M | +25.2% | -1.1% | +26.3% | +24.6% |
| YTD | +22.9% | -19.8% | +42.7% | +30.4% |
| 1Y | +47.8% | -34.3% | +82.2% | +68.8% |
| 3Y | +283.0% | -8.2% | +291.2% | +268.2% |
| All | +355.9% | -25.2% | +381.1% | +354.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded TYL 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling