+5.1%
APH vs ALL
+22.4%
-17.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.5% | -10.0% |
| 7D | -12.7% | +4.2% | -16.9% | -9.9% |
| 30D | -19.2% | +18.9% | -38.1% | -8.4% |
| 3M | -16.7% | +1.2% | -17.9% | -14.9% |
| 6M | +5.1% | +23.2% | -18.1% | +29.1% |
| All | +5.1% | +22.4% | -17.2% | +29.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling