+24.1%
APD vs VICR
+65.4%
-41.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.4% | +0.3% |
| 7D | +2.2% | +21.9% | -19.7% | +2.2% |
| 30D | +9.4% | -38.4% | +47.8% | +9.2% |
| 3M | +4.7% | -27.2% | +31.8% | +4.4% |
| 6M | +5.5% | -43.7% | +49.2% | +4.8% |
| YTD | +31.4% | +50.3% | -18.9% | +26.5% |
| 1Y | +24.1% | +74.6% | -50.4% | +19.6% |
| All | +24.1% | +65.4% | -41.3% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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