+288.5%
APH vs ADM
+6.6%
+281.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.2% | +8.4% | +8.2% |
| 7D | +1.1% | -7.8% | +8.9% | +1.0% |
| 30D | -7.5% | -12.6% | +5.1% | -7.5% |
| 3M | -4.4% | -8.2% | +3.8% | -4.6% |
| 6M | +26.5% | -8.9% | +35.4% | +26.2% |
| YTD | +20.0% | +24.0% | -3.9% | +18.0% |
| 1Y | +16.9% | +26.2% | -9.3% | +14.8% |
| 3Y | +288.5% | +7.0% | +281.5% | +281.1% |
| All | +288.5% | +6.6% | +281.9% | +281.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling