+24.5%
ALAB vs APH
+16.5%
+8.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.2% | +1.7% | +2.4% |
| 7D | -24.9% | -2.4% | -22.5% | -23.0% |
| 30D | -38.4% | -9.5% | -28.9% | -30.8% |
| 3M | -38.3% | -7.6% | -30.6% | -32.1% |
| 6M | +10.9% | +12.4% | -1.4% | +4.4% |
| YTD | +34.2% | +17.5% | +16.7% | +6.7% |
| 1Y | +24.5% | +16.4% | +8.1% | +1.1% |
| All | +24.5% | +16.5% | +8.1% | +1.1% |
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