+294.9%
APH vs VRSK
-0.2%
+295.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.8% |
| 7D | +0.4% | +4.1% | -3.7% | +0.2% |
| 30D | -8.0% | +16.1% | -24.0% | -9.0% |
| 3M | -5.0% | +14.1% | -19.1% | -6.1% |
| 6M | +29.9% | +22.9% | +7.1% | +25.3% |
| YTD | +18.0% | -7.2% | +25.2% | +20.6% |
| 1Y | +11.3% | -3.4% | +14.7% | +12.3% |
| 3Y | +274.9% | -11.5% | +286.4% | +268.7% |
| All | +294.9% | -0.2% | +295.1% | +256.7% |
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