+11.3%
APH vs BB
+103.9%
-92.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.4% |
| 7D | +0.4% | +7.3% | -6.9% | -1.0% |
| 30D | -8.0% | +11.2% | -19.2% | -10.0% |
| 3M | -5.0% | +4.7% | -9.7% | -6.4% |
| 6M | +29.9% | +51.1% | -21.2% | +18.9% |
| YTD | +18.0% | +148.0% | -130.1% | -2.6% |
| 1Y | +11.3% | +106.1% | -94.8% | -7.0% |
| All | +11.3% | +103.9% | -92.6% | -7.0% |
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