+11.9%
APH vs AU
+34.7%
-22.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.6% | +4.6% | +0.1% |
| 7D | -5.0% | +15.3% | -20.3% | -7.6% |
| 30D | -8.4% | -0.3% | -8.0% | -8.3% |
| 3M | -4.5% | -2.9% | -1.6% | -4.3% |
| 6M | +25.3% | -10.7% | +36.0% | +25.9% |
| YTD | +18.9% | +14.0% | +4.9% | +9.6% |
| 1Y | +11.9% | +32.5% | -20.6% | -1.4% |
| All | +11.9% | +34.7% | -22.7% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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