+317.7%
APH vs USB
+23.7%
+294.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.9% | -8.1% | -6.8% |
| 7D | -2.4% | +2.4% | -4.8% | -3.3% |
| 30D | -9.5% | +6.6% | -16.0% | -11.8% |
| 3M | -7.6% | -4.1% | -3.5% | -6.4% |
| 6M | +12.4% | +12.5% | -0.1% | +6.8% |
| YTD | +17.5% | +17.6% | -0.1% | +9.6% |
| 1Y | +16.4% | +36.5% | -20.1% | +2.6% |
| 3Y | +281.6% | +95.4% | +186.2% | +192.0% |
| 5Y | +317.7% | +26.1% | +291.6% | +277.0% |
| All | +317.7% | +23.7% | +294.0% | +277.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 5y: compounded portfolio wealth divided by compounded USB 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…
5y analysis · Full analysis span regression · 6 months rolling