+47.8%
APH vs AR
+22.7%
+25.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.8% |
| 7D | +5.0% | +2.5% | +2.5% | +5.0% |
| 30D | -3.9% | +14.8% | -18.7% | -3.5% |
| 3M | +13.0% | +6.2% | +6.7% | +13.3% |
| 6M | +25.2% | +4.3% | +20.9% | +24.7% |
| YTD | +22.9% | +14.4% | +8.6% | +20.4% |
| 1Y | +47.8% | +21.3% | +26.5% | +44.0% |
| All | +47.8% | +22.7% | +25.2% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded AR 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling