+47.8%
APH vs EQT
+7.9%
+40.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +0.8% |
| 7D | +5.0% | +1.1% | +3.9% | +5.0% |
| 30D | -3.9% | +7.7% | -11.6% | -3.6% |
| 3M | +13.0% | +0.2% | +12.8% | +12.9% |
| 6M | +25.2% | -9.5% | +34.6% | +25.4% |
| YTD | +22.9% | +3.8% | +19.1% | +22.8% |
| 1Y | +47.8% | +7.8% | +40.1% | +51.8% |
| All | +47.8% | +7.9% | +40.0% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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