+16.4%
APH vs A
+24.4%
-8.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.0% | -7.1% | -6.5% |
| 7D | -2.4% | -2.4% | 0.0% | -1.6% |
| 30D | -9.5% | +3.6% | -13.1% | -10.5% |
| 3M | -7.6% | +27.5% | -35.1% | -15.3% |
| 6M | +12.4% | +58.5% | -46.1% | -5.5% |
| YTD | +17.5% | +31.2% | -13.7% | +5.8% |
| 1Y | +16.4% | +22.2% | -5.8% | +8.3% |
| All | +16.4% | +24.4% | -8.0% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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