+77.5%
ADI vs APH
+12.1%
+65.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.3% |
| 7D | +0.7% | +0.4% | +0.3% | +0.7% |
| 30D | +0.7% | -8.0% | +8.7% | +3.1% |
| 3M | +6.5% | -5.0% | +11.5% | +8.1% |
| 6M | -2.7% | +29.9% | -32.6% | -5.5% |
| YTD | +52.2% | +18.0% | +34.2% | +41.5% |
| 1Y | +77.5% | +11.3% | +66.1% | +70.0% |
| All | +77.5% | +12.1% | +65.4% | +70.0% |
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