-26.3%
APH vs ADM
+40.7%
-67.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.1% | -51.9% | -46.5% |
| 7D | -48.7% | +7.0% | -55.7% | -47.4% |
| 30D | -51.9% | +9.8% | -61.7% | -50.6% |
| 3M | -43.6% | +2.1% | -45.7% | -42.0% |
| 6M | -37.5% | +27.5% | -65.0% | -36.6% |
| YTD | -38.6% | +50.2% | -88.8% | -36.9% |
| 1Y | -26.3% | +40.6% | -66.9% | -24.0% |
| All | -26.3% | +40.7% | -67.1% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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