+40,358.2%
ADI vs APH
+119,301.1%
-78,943.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.1% | -3.4% | -1.3% |
| 7D | -12.8% | -5.9% | -6.9% | -10.2% |
| 30D | -11.3% | -14.8% | +3.5% | -4.3% |
| 3M | -3.4% | -12.4% | +9.1% | +2.8% |
| 6M | -12.0% | +8.1% | -20.1% | -16.1% |
| YTD | +35.3% | +10.9% | +24.3% | +23.6% |
| 1Y | +58.1% | +8.8% | +49.3% | +45.3% |
| 3Y | +127.4% | +262.1% | -134.7% | +15.5% |
| 5Y | +114.6% | +283.1% | -168.5% | +7.4% |
| 10Y | +589.3% | +908.1% | -318.7% | +127.3% |
| All | +40,358.2% | +119,301.1% | -78,943.0% | +3,248.6% |
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