+12.5%
APH vs BUD
+32.1%
-19.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -1.1% |
| 7D | +0.4% | +0.5% | -0.1% | +0.5% |
| 30D | -8.0% | +7.4% | -15.4% | -7.7% |
| 3M | -5.0% | +4.3% | -9.3% | -4.5% |
| 6M | +29.9% | +5.3% | +24.6% | +29.7% |
| YTD | +18.0% | +33.2% | -15.3% | +14.4% |
| All | +12.5% | +32.1% | -19.5% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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