+3,934.2%
APH vs VRSK
+623.8%
+3,310.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.8% |
| 7D | +5.0% | -3.1% | +8.1% | +6.2% |
| 30D | -3.9% | -1.6% | -2.3% | -3.7% |
| 3M | +13.0% | +3.5% | +9.5% | +9.5% |
| 6M | +25.2% | -13.4% | +38.5% | +29.3% |
| YTD | +22.9% | -16.5% | +39.4% | +27.8% |
| 1Y | +47.8% | -30.6% | +78.4% | +65.5% |
| 3Y | +283.0% | -21.9% | +304.9% | +292.5% |
| 5Y | +349.7% | -6.3% | +355.9% | +313.6% |
| 10Y | +1,061.2% | +133.1% | +928.1% | +584.3% |
| All | +3,934.2% | +623.8% | +3,310.4% | +1,303.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling