+16.4%
APH vs B
+27.8%
-11.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +8.3% | -14.5% | -8.2% |
| 7D | -2.4% | +1.1% | -3.5% | -2.7% |
| 30D | -9.5% | +0.3% | -9.8% | -9.5% |
| 3M | -7.6% | +5.4% | -13.1% | -9.7% |
| 6M | +12.4% | +5.5% | +6.9% | +8.0% |
| YTD | +17.5% | -6.3% | +23.8% | +14.6% |
| 1Y | +16.4% | +29.4% | -13.0% | -3.6% |
| All | +16.4% | +27.8% | -11.3% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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