+279.2%
APH vs UUUU
-38.7%
+317.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.1% | +3.9% |
| 7D | -5.9% | -13.6% | +7.7% | -3.7% |
| 30D | -14.8% | -35.1% | +20.3% | -8.8% |
| 3M | -12.4% | -48.4% | +35.9% | -3.3% |
| 6M | +8.1% | -71.7% | +79.7% | +29.7% |
| YTD | +10.9% | -54.2% | +65.1% | +20.6% |
| 1Y | +8.8% | -56.0% | +64.7% | +18.6% |
| 3Y | +262.1% | -13.1% | +275.1% | +224.3% |
| All | +279.2% | -38.7% | +317.9% | +230.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling