+90.5%
APH vs BUD
+50.7%
+39.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.6% | -49.4% | -47.8% |
| 7D | -48.7% | +1.6% | -50.3% | -48.7% |
| 30D | -51.9% | -5.7% | -46.3% | -51.7% |
| 3M | -43.6% | +3.1% | -46.7% | -43.7% |
| 6M | -37.5% | +7.9% | -45.4% | -38.2% |
| YTD | -38.6% | +27.3% | -66.0% | -39.7% |
| 1Y | -26.3% | +37.8% | -64.1% | -28.0% |
| All | +90.5% | +50.7% | +39.8% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling