+16.4%
APH vs EQX
+7.1%
+9.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +12.8% | -19.0% | -8.4% |
| 7D | -2.4% | +7.6% | -10.0% | -3.8% |
| 30D | -9.5% | +0.4% | -9.9% | -9.6% |
| 3M | -7.6% | +18.0% | -25.6% | -11.3% |
| 6M | +12.4% | -18.4% | +30.7% | +14.8% |
| YTD | +17.5% | -19.3% | +36.8% | +18.2% |
| 1Y | +16.4% | +9.2% | +7.2% | +3.2% |
| All | +16.4% | +7.1% | +9.3% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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