+127.1%
APH vs ZYBT
-57.8%
+184.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.3% |
| 7D | -2.2% | -2.5% | +0.2% | -2.2% |
| 30D | -4.0% | -1.2% | -2.8% | -4.0% |
| 3M | +7.7% | +76.7% | -68.9% | +7.9% |
| 6M | +17.8% | +103.6% | -85.8% | +17.0% |
| YTD | +19.2% | +38.3% | -19.1% | +19.2% |
| 1Y | +35.7% | -84.7% | +120.4% | +40.4% |
| All | +127.1% | -57.8% | +184.9% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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