+4,592.3%
APH vs UUUU
-92.0%
+4,684.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.8% |
| 7D | +5.0% | -1.4% | +6.3% | +5.1% |
| 30D | -3.9% | +16.3% | -20.2% | -5.2% |
| 3M | +13.0% | -16.7% | +29.7% | +14.3% |
| 6M | +25.2% | -33.7% | +58.8% | +28.4% |
| YTD | +22.9% | -0.5% | +23.4% | +21.0% |
| 1Y | +47.8% | +28.9% | +19.0% | +41.1% |
| 3Y | +283.0% | +99.9% | +183.2% | +243.8% |
| 5Y | +349.7% | +135.3% | +214.4% | +287.8% |
| 10Y | +1,061.2% | +518.4% | +542.9% | +770.1% |
| All | +4,592.3% | -92.0% | +4,684.3% | +3,364.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling