+955.2%
APH vs XYZ
+610.2%
+345.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.4% | -0.2% |
| 7D | -5.0% | +12.6% | -17.6% | -7.8% |
| 30D | -8.4% | +10.8% | -19.2% | -10.8% |
| 3M | -4.5% | +8.4% | -12.9% | -6.9% |
| 6M | +25.3% | +14.3% | +10.9% | +20.3% |
| YTD | +18.9% | +31.5% | -12.6% | +9.4% |
| 1Y | +11.9% | +28.1% | -16.2% | +3.4% |
| 3Y | +278.0% | +66.2% | +211.8% | +214.9% |
| 5Y | +306.4% | -62.3% | +368.8% | +330.6% |
| 10Y | +955.2% | +634.6% | +320.6% | +500.1% |
| All | +955.2% | +610.2% | +345.0% | +500.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 10y: compounded portfolio wealth divided by compounded XYZ 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…
10y analysis · Full analysis span regression · 6 months rolling