+101.1%
GOOGL vs APH
+289.4%
-188.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | -0.3% |
| 7D | +3.9% | +4.9% | -1.0% | +1.8% |
| 30D | -14.9% | -5.4% | -9.5% | -13.7% |
| 3M | -14.6% | -5.5% | -9.1% | -13.9% |
| 6M | -26.4% | +25.9% | -52.4% | -36.0% |
| YTD | -5.3% | +16.4% | -21.7% | -18.0% |
| 1Y | +6.5% | +16.5% | -10.0% | -8.2% |
| 3Y | +126.0% | +270.9% | -144.8% | -16.8% |
| All | +101.1% | +289.4% | -188.2% | -30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling