+247.7%
APH vs ALLE
+90.7%
+157.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.4% | -8.5% |
| 7D | -12.7% | 0.0% | -12.8% | -12.7% |
| 30D | -19.2% | +20.6% | -39.7% | -23.7% |
| 3M | -16.7% | +11.4% | -28.1% | -19.3% |
| 6M | +5.1% | +42.5% | -37.4% | -7.5% |
| YTD | +6.6% | +18.9% | -12.3% | -1.0% |
| 1Y | +3.9% | +14.2% | -10.3% | -1.7% |
| All | +247.7% | +90.7% | +157.1% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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