-26.3%
APH vs COMP
+22.2%
-48.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +5.3% | -53.1% | -48.1% |
| 7D | -48.7% | +0.2% | -48.9% | -48.7% |
| 30D | -51.9% | -13.3% | -38.6% | -51.2% |
| 3M | -43.6% | +41.1% | -84.7% | -46.1% |
| 6M | -37.5% | +17.2% | -54.7% | -40.5% |
| YTD | -38.6% | +5.2% | -43.8% | -40.8% |
| 1Y | -26.3% | +18.9% | -45.3% | -28.3% |
| All | -26.3% | +22.2% | -48.5% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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