+17.7%
INTC vs APH
+280.5%
-262.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +4.1% | +3.6% | +4.8% |
| 7D | -14.4% | -5.9% | -8.5% | -10.7% |
| 30D | -50.2% | -14.8% | -35.4% | -43.9% |
| 3M | -43.6% | -12.4% | -31.2% | -37.7% |
| 6M | -50.2% | +8.1% | -58.3% | -51.7% |
| YTD | +52.5% | +10.9% | +41.6% | +38.1% |
| 1Y | +51.1% | +8.8% | +42.4% | +38.7% |
| 3Y | +50.3% | +262.1% | -211.8% | -50.1% |
| All | +17.7% | +280.5% | -262.8% | -64.4% |
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 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