+106.4%
INTC vs APH
+938.3%
-831.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.1% | -1.4% |
| 7D | -4.0% | -5.0% | +1.0% | -0.2% |
| 30D | -44.5% | -8.4% | -36.1% | -40.2% |
| 3M | -40.4% | -4.5% | -35.9% | -37.9% |
| 6M | -53.5% | +25.3% | -78.7% | -59.8% |
| YTD | +57.5% | +18.9% | +38.6% | +33.9% |
| 1Y | +51.2% | +11.9% | +39.2% | +34.6% |
| 3Y | +51.6% | +278.0% | -226.4% | -51.5% |
| 5Y | +23.5% | +306.4% | -283.0% | -63.1% |
| 10Y | +106.4% | +955.2% | -848.8% | -71.4% |
| All | +106.4% | +938.3% | -831.9% | -71.4% |
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