+16.4%
APH vs ADVB
-76.7%
+93.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.5% | -1.6% | -6.1% |
| 7D | -2.4% | -29.5% | +27.1% | -2.3% |
| 30D | -9.5% | -66.9% | +57.4% | -9.3% |
| 3M | -7.6% | -73.7% | +66.1% | -7.4% |
| 6M | +12.4% | -64.8% | +77.2% | +13.4% |
| YTD | +17.5% | -64.0% | +81.6% | +17.6% |
| 1Y | +16.4% | -77.0% | +93.4% | +21.8% |
| All | +16.4% | -76.7% | +93.1% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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