+40,212.4%
ADI vs APH
+61,451.9%
-21,239.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -47.8% | +48.1% | +22.0% |
| 7D | -3.0% | -48.7% | +45.7% | +19.0% |
| 30D | -3.8% | -51.9% | +48.1% | +21.6% |
| 3M | -15.3% | -43.6% | +28.3% | -1.0% |
| 6M | +6.7% | -37.5% | +44.2% | +17.4% |
| YTD | +34.8% | -38.6% | +73.4% | +45.8% |
| 1Y | +49.0% | -26.3% | +75.4% | +46.3% |
| 3Y | +108.1% | +89.2% | +18.9% | +28.6% |
| 5Y | +142.4% | +119.8% | +22.6% | +41.3% |
| 10Y | +589.9% | +454.3% | +135.7% | +170.4% |
| All | +40,212.4% | +61,451.9% | -21,239.6% | +3,975.0% |
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 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