+5.1%
APH vs APA
+5.4%
-0.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.1% | -9.7% |
| 7D | -12.7% | -15.6% | +2.9% | -15.7% |
| 30D | -19.2% | -0.9% | -18.3% | -18.7% |
| 3M | -16.7% | +26.1% | -42.8% | -10.7% |
| 6M | +5.1% | +6.1% | -1.0% | +8.9% |
| All | +5.1% | +5.4% | -0.3% | +8.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling