+16.4%
APH vs ALL
+42.7%
-26.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.9% | -9.0% | -4.1% |
| 7D | -2.4% | +7.5% | -9.9% | +2.8% |
| 30D | -9.5% | +19.7% | -29.2% | +2.8% |
| 3M | -7.6% | +2.9% | -10.5% | -4.6% |
| 6M | +12.4% | +23.5% | -11.1% | +33.5% |
| YTD | +17.5% | +31.1% | -13.6% | +48.6% |
| 1Y | +16.4% | +40.5% | -24.1% | +51.2% |
| All | +16.4% | +42.7% | -26.3% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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