+355.9%
APH vs APD
+27.6%
+328.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.2% |
| 7D | +5.0% | -2.2% | +7.2% | +5.6% |
| 30D | -3.9% | +2.1% | -6.0% | -4.7% |
| 3M | +13.0% | +7.2% | +5.8% | +10.0% |
| 6M | +25.2% | +11.2% | +13.9% | +20.0% |
| YTD | +22.9% | +24.4% | -1.5% | +12.8% |
| 1Y | +47.8% | +6.7% | +41.2% | +42.9% |
| 3Y | +283.0% | +9.2% | +273.8% | +261.0% |
| All | +355.9% | +27.6% | +328.4% | +267.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded APD 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling