-26.3%
APH vs ALNY
-40.8%
+14.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +10.6% | -58.4% | -45.6% |
| 7D | -48.7% | +12.5% | -61.2% | -46.6% |
| 30D | -51.9% | +16.3% | -68.3% | -50.0% |
| 3M | -43.6% | -12.4% | -31.2% | -40.4% |
| 6M | -37.5% | -18.7% | -18.8% | -33.1% |
| YTD | -38.6% | -33.1% | -5.6% | -32.0% |
| 1Y | -26.3% | -41.3% | +15.0% | -16.7% |
| All | -26.3% | -40.8% | +14.5% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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