+291.1%
APH vs ETR
+150.4%
+140.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.0% |
| 7D | +5.0% | +1.4% | +3.5% | +4.6% |
| 30D | -3.9% | +1.0% | -4.9% | -4.1% |
| 3M | +13.0% | -1.3% | +14.2% | +13.0% |
| 6M | +25.2% | +1.9% | +23.3% | +23.8% |
| YTD | +22.9% | +18.2% | +4.8% | +17.1% |
| 1Y | +47.8% | +24.7% | +23.2% | +39.2% |
| All | +291.1% | +150.4% | +140.7% | +240.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 3y: compounded portfolio wealth divided by compounded ETR 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…
3y analysis · Full analysis span regression · 6 months rolling