+124.0%
TXN vs APH
+284.3%
-160.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +8.2% | -1.6% | +3.3% |
| 7D | -2.1% | +1.1% | -3.2% | -2.5% |
| 30D | +4.7% | -7.5% | +12.2% | +7.7% |
| 3M | +3.9% | -4.4% | +8.3% | +5.3% |
| 6M | +3.8% | +26.5% | -22.7% | -5.1% |
| YTD | +74.2% | +20.0% | +54.1% | +54.9% |
| 1Y | +88.2% | +16.9% | +71.3% | +68.8% |
| 3Y | +124.0% | +288.5% | -164.5% | -15.2% |
| All | +124.0% | +284.3% | -160.3% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling