+11,452.8%
GOOG vs APH
+9,997.0%
+1,455.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.2% | -7.5% | -3.0% |
| 7D | +2.9% | +1.1% | +1.8% | +1.6% |
| 30D | -17.8% | -7.5% | -10.3% | -15.7% |
| 3M | -19.0% | -4.4% | -14.6% | -18.8% |
| 6M | -27.9% | +26.5% | -54.3% | -37.8% |
| YTD | -8.7% | +20.0% | -28.7% | -21.7% |
| 1Y | +2.5% | +16.9% | -14.3% | -11.2% |
| 3Y | +119.2% | +288.5% | -169.3% | +0.5% |
| 5Y | +93.4% | +310.3% | -216.8% | -13.4% |
| 10Y | +635.3% | +951.3% | -316.0% | +109.3% |
| All | +11,452.8% | +9,997.0% | +1,455.7% | +1,197.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling