-26.3%
APH vs BR
-29.1%
+2.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -4.6% | -43.2% | -47.9% |
| 7D | -48.7% | -5.0% | -43.7% | -48.9% |
| 30D | -51.9% | +6.4% | -58.4% | -50.4% |
| 3M | -43.6% | +13.6% | -57.2% | -40.2% |
| 6M | -37.5% | -6.7% | -30.8% | -39.2% |
| YTD | -38.6% | -21.1% | -17.5% | -43.7% |
| 1Y | -26.3% | -29.6% | +3.2% | -33.9% |
| All | -26.3% | -29.1% | +2.7% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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