+37.5%
APH vs EOSE
-41.1%
+78.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | -0.2% |
| 7D | +1.6% | +15.0% | -13.3% | +0.3% |
| 30D | -3.0% | +2.5% | -5.5% | -3.5% |
| 3M | +5.7% | -33.7% | +39.5% | +8.3% |
| 6M | +20.0% | -32.7% | +52.7% | +20.4% |
| YTD | +20.8% | -63.8% | +84.6% | +25.6% |
| All | +37.5% | -41.1% | +78.7% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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