+16.5%
APH vs APA
+107.6%
-91.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.4% | -1.5% |
| 7D | +4.9% | +8.5% | -3.7% | +6.5% |
| 30D | -5.4% | +2.8% | -8.2% | -4.9% |
| 3M | -5.5% | +21.7% | -27.2% | -1.0% |
| 6M | +25.9% | +32.6% | -6.7% | +35.2% |
| YTD | +16.4% | +103.7% | -87.3% | +30.0% |
| 1Y | +16.5% | +101.8% | -85.3% | +30.0% |
| All | +16.5% | +107.6% | -91.1% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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