+12.4%
APH vs ALLY
-7.6%
+20.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.8% | -10.0% | -7.0% |
| 7D | -2.4% | +2.4% | -4.8% | -2.9% |
| 30D | -9.5% | +5.6% | -15.0% | -10.9% |
| 3M | -7.6% | -11.7% | +4.1% | -2.3% |
| 6M | +12.4% | -7.0% | +19.4% | +15.0% |
| All | +12.4% | -7.6% | +20.0% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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