-26.3%
APH vs CAPR
+48.7%
-75.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.1% | -42.6% | -47.8% |
| 7D | -48.7% | -6.6% | -42.1% | -48.7% |
| 30D | -51.9% | +139.2% | -191.1% | -51.9% |
| 3M | -43.6% | -66.4% | +22.8% | -43.6% |
| 6M | -37.5% | -63.1% | +25.6% | -37.5% |
| YTD | -38.6% | -67.4% | +28.8% | -38.6% |
| 1Y | -26.3% | +58.2% | -84.6% | -22.6% |
| All | -26.3% | +48.7% | -75.1% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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