+27,206.6%
TXN vs APH
+129,097.8%
-101,891.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +8.2% | -1.6% | +2.9% |
| 7D | -2.1% | +1.1% | -3.2% | -2.5% |
| 30D | +4.7% | -7.5% | +12.2% | +8.3% |
| 3M | +3.9% | -4.4% | +8.3% | +5.5% |
| 6M | +3.8% | +26.5% | -22.7% | -7.7% |
| YTD | +74.2% | +20.0% | +54.1% | +53.7% |
| 1Y | +88.2% | +16.9% | +71.3% | +67.5% |
| 3Y | +124.0% | +288.5% | -164.5% | +11.9% |
| 5Y | +78.4% | +310.3% | -231.9% | -12.6% |
| 10Y | +455.6% | +951.3% | -495.7% | +82.4% |
| All | +27,206.6% | +129,097.8% | -101,891.2% | +2,098.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling