+253.8%
INTC vs APH
+1,046.9%
-793.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.2% | +10.3% | +9.9% |
| 7D | +17.4% | +0.2% | +17.2% | +17.1% |
| 30D | +2.8% | -3.3% | +6.1% | +5.1% |
| 3M | -5.3% | +14.0% | -19.3% | -12.9% |
| 6M | +140.6% | +24.4% | +116.2% | +104.7% |
| YTD | +183.1% | +21.4% | +161.7% | +134.7% |
| 1Y | +326.8% | +48.9% | +277.8% | +200.9% |
| 3Y | +179.4% | +290.1% | -110.7% | -13.2% |
| 5Y | +111.7% | +352.8% | -241.1% | -42.3% |
| 10Y | +253.8% | +1,041.3% | -787.4% | -51.3% |
| All | +253.8% | +1,046.9% | -793.1% | -51.3% |
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