+40.2%
APH vs AU
+80.8%
-40.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -0.6% |
| 7D | +1.6% | +0.6% | +1.0% | +1.5% |
| 30D | -3.0% | +12.3% | -15.3% | -5.4% |
| 3M | +5.7% | +29.4% | -23.6% | -0.4% |
| 6M | +20.0% | +3.2% | +16.8% | +16.6% |
| YTD | +20.8% | +31.8% | -11.0% | +8.9% |
| 1Y | +40.2% | +83.4% | -43.2% | +14.8% |
| All | +40.2% | +80.8% | -40.6% | +14.8% |
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