+137.3%
APH vs BIYA
-99.9%
+237.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +4.9% | +9.0% | -4.1% | +4.8% |
| 30D | -5.4% | -12.9% | +7.6% | -5.3% |
| 3M | -5.5% | -54.7% | +49.2% | -5.0% |
| 6M | +25.9% | -85.1% | +111.0% | +24.4% |
| YTD | +16.4% | -96.9% | +113.2% | +17.6% |
| 1Y | +16.5% | -98.5% | +115.0% | +19.4% |
| All | +137.3% | -99.9% | +237.2% | +151.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling