+951.3%
APH vs XYZ
+657.6%
+293.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.6% | +4.6% | +7.4% |
| 7D | +1.1% | +14.9% | -13.8% | -2.3% |
| 30D | -7.5% | +14.7% | -22.1% | -10.6% |
| 3M | -4.4% | +12.1% | -16.5% | -7.5% |
| 6M | +26.5% | +18.3% | +8.1% | +20.6% |
| YTD | +20.0% | +36.1% | -16.0% | +9.6% |
| 1Y | +16.9% | +35.3% | -18.4% | +6.6% |
| 3Y | +288.5% | +73.5% | +215.0% | +220.7% |
| 5Y | +310.3% | -61.6% | +371.9% | +333.2% |
| 10Y | +951.3% | +638.0% | +313.3% | +486.7% |
| All | +951.3% | +657.6% | +293.7% | +486.7% |
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