+49.0%
ADI vs APH
-25.2%
+74.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -47.8% | +48.1% | +5.9% |
| 7D | -3.0% | -48.7% | +45.7% | +2.8% |
| 30D | -3.8% | -51.9% | +48.1% | +3.6% |
| 3M | -15.3% | -43.6% | +28.3% | -11.4% |
| 6M | +6.7% | -37.5% | +44.2% | +9.8% |
| YTD | +34.8% | -38.6% | +73.4% | +33.3% |
| 1Y | +49.0% | -26.3% | +75.4% | +45.5% |
| All | +49.0% | -25.2% | +74.3% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling