+262.1%
APH vs ALLE
+88.9%
+173.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.9% | +5.1% | +4.4% |
| 7D | -5.9% | -0.6% | -5.4% | -5.8% |
| 30D | -14.8% | +25.3% | -40.1% | -20.7% |
| 3M | -12.4% | +10.3% | -22.7% | -14.9% |
| 6M | +8.1% | +38.0% | -30.0% | -3.9% |
| YTD | +10.9% | +17.8% | -6.8% | +3.4% |
| 1Y | +8.8% | +13.6% | -4.8% | +2.9% |
| 3Y | +262.1% | +89.2% | +172.9% | +170.2% |
| All | +262.1% | +88.9% | +173.2% | +170.2% |
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