+844.5%
APH vs URI
+1,357.5%
-513.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.1% | -2.2% | -6.8% |
| 7D | -12.7% | -12.9% | +0.2% | -8.1% |
| 30D | -19.2% | -3.4% | -15.8% | -18.1% |
| 3M | -16.7% | -10.0% | -6.7% | -13.6% |
| 6M | +5.1% | +12.2% | -7.0% | +0.6% |
| YTD | +6.6% | +29.8% | -23.2% | -5.5% |
| 1Y | +3.9% | +24.6% | -20.7% | -6.4% |
| 3Y | +246.0% | +137.6% | +108.4% | +139.8% |
| 5Y | +268.0% | +176.6% | +91.4% | +133.2% |
| All | +844.5% | +1,357.5% | -513.0% | +284.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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