+352.5%
APH vs VRSK
-10.8%
+363.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.7% |
| 7D | +1.6% | -5.4% | +7.0% | +2.3% |
| 30D | -3.0% | -1.8% | -1.2% | -2.9% |
| 3M | +5.7% | -2.2% | +8.0% | +5.0% |
| 6M | +20.0% | -14.9% | +34.9% | +22.7% |
| YTD | +20.8% | -20.0% | +40.8% | +25.1% |
| 1Y | +40.2% | -33.1% | +73.4% | +54.0% |
| 3Y | +288.1% | -25.6% | +313.7% | +292.0% |
| 5Y | +352.5% | -10.1% | +362.6% | +297.7% |
| All | +352.5% | -10.8% | +363.3% | +297.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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