+5.1%
APH vs BB
+45.6%
-40.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.5% | -4.9% | -8.4% |
| 7D | -12.7% | -8.9% | -3.8% | -11.0% |
| 30D | -19.2% | -12.6% | -6.5% | -17.0% |
| 3M | -16.7% | -4.1% | -12.6% | -16.3% |
| 6M | +5.1% | +49.5% | -44.3% | -6.6% |
| All | +5.1% | +45.6% | -40.4% | -6.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling