+300.6%
APH vs YUM
+40.0%
+260.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.4% | -3.7% | +4.0% | +1.5% |
| 30D | -8.0% | +9.2% | -17.2% | -11.2% |
| 3M | -5.0% | +11.2% | -16.2% | -9.5% |
| 6M | +29.9% | +7.7% | +22.3% | +24.7% |
| YTD | +18.0% | +7.5% | +10.5% | +13.5% |
| 1Y | +11.3% | +8.3% | +3.0% | +6.4% |
| 3Y | +274.9% | +34.8% | +240.1% | +203.1% |
| 5Y | +300.6% | +41.6% | +259.0% | +204.1% |
| All | +300.6% | +40.0% | +260.6% | +204.1% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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