-26.3%
APH vs BB
+105.3%
-131.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.5% | -42.3% | -46.4% |
| 7D | -48.7% | -11.0% | -37.7% | -46.8% |
| 30D | -51.9% | -11.8% | -40.1% | -50.2% |
| 3M | -43.6% | -25.5% | -18.0% | -39.8% |
| 6M | -37.5% | +121.3% | -158.8% | -44.2% |
| YTD | -38.6% | +103.2% | -141.8% | -44.8% |
| 1Y | -26.3% | +102.6% | -129.0% | -30.0% |
| All | -26.3% | +105.3% | -131.7% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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