-26.3%
APH vs BIDU
+1.5%
-27.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.4% | -52.2% | -48.4% |
| 7D | -48.7% | +2.6% | -51.3% | -49.1% |
| 30D | -51.9% | -10.5% | -41.5% | -51.0% |
| 3M | -43.6% | -26.2% | -17.3% | -40.2% |
| 6M | -37.5% | -16.4% | -21.1% | -36.6% |
| YTD | -38.6% | -23.9% | -14.8% | -36.1% |
| 1Y | -26.3% | +1.3% | -27.6% | -19.1% |
| All | -26.3% | +1.5% | -27.8% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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