+4.8%
APD vs VICR
-40.0%
+44.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.0% | -3.0% | +1.0% |
| 7D | -1.2% | +5.7% | -6.8% | -1.1% |
| 30D | +11.0% | -35.2% | +46.2% | +10.4% |
| 3M | +2.6% | -20.3% | +22.9% | +2.2% |
| 6M | +4.8% | -46.3% | +51.1% | +2.7% |
| All | +4.8% | -40.0% | +44.8% | +2.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling