+29,039.0%
APH vs YUM
+4,264.3%
+24,774.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.3% |
| 7D | +5.0% | -2.0% | +7.0% | +5.8% |
| 30D | -3.9% | -1.1% | -2.8% | -3.7% |
| 3M | +13.0% | +1.8% | +11.2% | +11.5% |
| 6M | +25.2% | -4.7% | +29.9% | +26.7% |
| YTD | +22.9% | +0.6% | +22.4% | +21.9% |
| 1Y | +47.8% | +6.4% | +41.4% | +42.4% |
| 3Y | +283.0% | +22.6% | +260.4% | +244.8% |
| 5Y | +349.7% | +26.0% | +323.7% | +301.1% |
| 10Y | +1,061.2% | +174.6% | +886.6% | +670.5% |
| All | +29,039.0% | +4,264.3% | +24,774.7% | +9,117.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling