+1,457.1%
APH price history and return analytics
+374.2%
+1,082.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.7% | -48.5% | -48.6% |
| 7D | -48.7% | +0.1% | -48.8% | -49.1% |
| 30D | -51.9% | +1.0% | -52.9% | -52.8% |
| 3M | -43.6% | +2.4% | -45.9% | -45.2% |
| 6M | -37.5% | +12.0% | -49.5% | -44.9% |
| YTD | -38.6% | +15.3% | -54.0% | -47.4% |
| 1Y | -26.3% | +22.6% | -48.9% | -40.7% |
| 3Y | +89.2% | +74.7% | +14.5% | +6.1% |
| 5Y | +119.8% | +66.1% | +53.7% | +30.8% |
| 10Y | +454.3% | +225.0% | +229.2% | +66.2% |
| All | +1,457.1% | +374.2% | +1,082.9% | +204.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling