+247.7%
APH vs ADM
+6.9%
+240.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.3% |
| 7D | -12.7% | -7.5% | -5.2% | -12.7% |
| 30D | -19.2% | -14.3% | -4.9% | -19.1% |
| 3M | -16.7% | -8.6% | -8.1% | -16.8% |
| 6M | +5.1% | -9.9% | +15.0% | +5.0% |
| YTD | +6.6% | +25.1% | -18.5% | +4.8% |
| 1Y | +3.9% | +28.8% | -25.0% | +2.0% |
| All | +247.7% | +6.9% | +240.9% | +240.8% |
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