+247.7%
APH vs APA
+21.0%
+226.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.1% | -9.2% |
| 7D | -12.7% | -15.6% | +2.9% | -11.7% |
| 30D | -19.2% | -0.9% | -18.3% | -19.2% |
| 3M | -16.7% | +26.1% | -42.8% | -18.6% |
| 6M | +5.1% | +6.1% | -1.0% | +4.4% |
| YTD | +6.6% | +82.8% | -76.3% | -4.5% |
| 1Y | +3.9% | +106.5% | -102.6% | -9.5% |
| All | +247.7% | +21.0% | +226.7% | +210.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling