+955.2%
APH vs UUUU
+399.3%
+555.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.8% | +6.9% | +0.1% |
| 7D | -5.0% | -6.9% | +1.9% | -4.1% |
| 30D | -8.4% | -32.3% | +24.0% | -3.5% |
| 3M | -4.5% | -52.8% | +48.3% | +5.1% |
| 6M | +25.3% | -68.5% | +93.8% | +44.1% |
| YTD | +18.9% | -53.6% | +72.6% | +27.7% |
| 1Y | +11.9% | -59.1% | +71.1% | +21.8% |
| 3Y | +278.0% | -14.7% | +292.6% | +252.6% |
| 5Y | +306.4% | -35.4% | +341.9% | +273.5% |
| 10Y | +955.2% | +378.0% | +577.2% | +629.1% |
| All | +955.2% | +399.3% | +555.9% | +629.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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