+355.9%
APH price history and return analytics
+66.2%
+289.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | +0.4% | +4.5% | +4.3% |
| 30D | -3.9% | +1.0% | -4.9% | -5.1% |
| 3M | +13.0% | +2.4% | +10.6% | +10.0% |
| 6M | +25.2% | +12.0% | +13.1% | +8.5% |
| YTD | +22.9% | +15.3% | +7.6% | +3.2% |
| 1Y | +47.8% | +22.6% | +25.3% | +15.4% |
| 3Y | +283.0% | +74.7% | +208.3% | +100.5% |
| All | +355.9% | +66.2% | +289.7% | +155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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