+883.4%
APH vs URI
+1,374.0%
-490.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +3.7% |
| 7D | -5.9% | -9.8% | +3.8% | -2.2% |
| 30D | -14.8% | +1.7% | -16.6% | -15.3% |
| 3M | -12.4% | -9.1% | -3.4% | -9.5% |
| 6M | +8.1% | +9.9% | -1.8% | +4.2% |
| YTD | +10.9% | +31.2% | -20.3% | -2.0% |
| 1Y | +8.8% | +25.9% | -17.2% | -2.4% |
| 3Y | +262.1% | +147.4% | +114.7% | +147.4% |
| 5Y | +283.1% | +179.7% | +103.4% | +141.9% |
| All | +883.4% | +1,374.0% | -490.6% | +298.8% |
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