+262.1%
APH vs B
+165.5%
+96.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.5% | +3.6% | +4.0% |
| 7D | -5.9% | +9.6% | -15.5% | -8.0% |
| 30D | -14.8% | +3.5% | -18.3% | -15.5% |
| 3M | -12.4% | -1.6% | -10.8% | -12.5% |
| 6M | +8.1% | -1.7% | +9.7% | +7.2% |
| YTD | +10.9% | -5.3% | +16.3% | +10.4% |
| 1Y | +8.8% | +27.2% | -18.4% | +2.3% |
| 3Y | +262.1% | +166.1% | +96.0% | +197.5% |
| All | +262.1% | +165.5% | +96.6% | +197.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling