+1,059.7%
APH vs Z
-1.7%
+1,061.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.3% |
| 7D | +5.0% | -3.0% | +8.0% | +5.5% |
| 30D | -3.9% | -4.2% | +0.3% | -3.5% |
| 3M | +13.0% | -3.7% | +16.7% | +12.8% |
| 6M | +25.2% | -24.5% | +49.7% | +30.4% |
| YTD | +22.9% | -49.3% | +72.2% | +37.5% |
| 1Y | +47.8% | -58.7% | +106.5% | +71.0% |
| 3Y | +283.0% | -34.1% | +317.2% | +292.8% |
| 5Y | +349.7% | -64.5% | +414.2% | +386.4% |
| All | +1,059.7% | -1.7% | +1,061.5% | +834.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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