+293.2%
EWY vs APH
+1,046.9%
-753.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.2% |
| 7D | +8.0% | +0.2% | +7.8% | +7.9% |
| 30D | +14.3% | -3.3% | +17.7% | +16.5% |
| 3M | +2.3% | +14.0% | -11.7% | -4.2% |
| 6M | +49.9% | +24.4% | +25.4% | +33.3% |
| YTD | +95.3% | +21.4% | +73.9% | +72.0% |
| 1Y | +161.7% | +48.9% | +112.8% | +103.8% |
| 3Y | +230.2% | +290.1% | -59.9% | +36.3% |
| 5Y | +148.1% | +352.8% | -204.7% | -9.0% |
| 10Y | +293.2% | +1,041.3% | -748.1% | -23.1% |
| All | +293.2% | +1,046.9% | -753.8% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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