+12.5%
APH vs CAPR
+81.6%
-69.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +26.5% | -27.3% | -0.8% |
| 7D | +0.4% | +25.8% | -25.4% | +0.4% |
| 30D | -8.0% | +50.2% | -58.2% | -8.0% |
| 3M | -5.0% | +185.5% | -190.5% | -4.9% |
| 6M | +29.9% | -64.8% | +94.7% | +29.8% |
| YTD | +18.0% | -61.1% | +79.1% | +17.9% |
| All | +12.5% | +81.6% | -69.0% | +15.2% |
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