-37.5%
APH vs COMP
+12.9%
-50.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +5.3% | -53.1% | -48.2% |
| 7D | -48.7% | +0.2% | -48.9% | -48.7% |
| 30D | -51.9% | -13.3% | -38.6% | -50.8% |
| 3M | -43.6% | +41.1% | -84.7% | -47.5% |
| 6M | -37.5% | +17.2% | -54.7% | -36.4% |
| All | -37.5% | +12.9% | -50.4% | -36.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling