+13.0%
APH vs BIDU
-37.7%
+50.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.0% | +9.2% | +8.5% |
| 7D | +1.1% | +5.4% | -4.3% | -0.6% |
| 30D | -7.5% | -5.0% | -2.4% | -6.0% |
| 3M | -4.4% | -26.1% | +21.7% | +4.3% |
| 6M | +26.5% | -42.6% | +69.0% | +46.8% |
| YTD | +20.0% | -38.0% | +58.0% | +33.9% |
| All | +13.0% | -37.7% | +50.7% | +26.2% |
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