+3.9%
APH vs ADVB
-79.1%
+83.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.5% | +0.2% | -9.2% |
| 7D | -12.7% | -28.0% | +15.3% | -12.5% |
| 30D | -19.2% | -70.2% | +51.1% | -18.9% |
| 3M | -16.7% | -76.1% | +59.4% | -16.4% |
| 6M | +5.1% | -72.3% | +77.4% | +6.0% |
| YTD | +6.6% | -67.5% | +74.0% | +6.7% |
| 1Y | +3.9% | -78.6% | +82.5% | +8.2% |
| All | +3.9% | -79.1% | +83.0% | +8.2% |
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